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Caroline Piehl, CFP®, EA works at our Financial Planning office near Denver.

Caroline Piehl is a managing partner and financial advisor at TimeWise Financial. As a Certified Financial Planner and an Enrolled agent, she works with individuals and families to simplify their financial lives in all aspects:  wealth management, cash flow planning, equity compensation planning, insurance, tax planning and estate planning. 

As a UC Berkeley Business School Graduate, a 4x NCAA National Champion, a senior manager at Nike, and a business owner at TimeWise Financial, Caroline understands the nuanced aspects of being an athlete, starting and running a business, and navigating careers in large corporations.  Caroline enjoys working with corporate employees,  business owners and current/former athletes.

She also works with current and former athletes, addressing the nuanced challenges that athletes face. Her work helps athletes transition from sport with a game plan, and more proactive financial habits built during and after their athletic careers. Outside of work, Caroline enjoys spending time with her husband Jared (a former swimmer at UGA) and their canine cutie, Rusty. 

Her passion is...

Maximizing Potential.

From a young age, Caroline has always wanted to maximize her own potential, the potential in others and the potential opportunities in life.  Caroline believes that money doesn't have to be complicated, and strives to educate and empower her clients to better understand their money, so they can maximize their potential with their money.

Her philanthropic interests are...

Caroline believes that sports can be a catalyst for change; uniting people to give to those who need it most. She and her family support Golf Fore Africa, a charity that raises money through the game of golf to provide drinking water wells to remote areas in Africa. Caroline is actively involved in her church, Red Rocks Church, and leads a small group for female business owners.

Exams & Certifications

  • CFP® certification
  • Enrolled Agent
  • The Series 7 General Securities Representative Exam
  • The Series 66 Uniform Combined State Law Exam
  • Life, Health and Accident Insurance 

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