About Carly

Focusing on Long-Term Care, Disability and Life Insurance

Carly’s been helping people with their Long-Term Care and Life insurance needs for over 20 years. She’s seasoned, savvy, and stays on top of a constantly changing industry. She works with her clients to help them make informed decisions, choosing the plans that are best suited for themselves and their families. I love collaborating with other professionals who are part of a client’s “team” – Estate Planning Attorneys, Financial Planners, and CPAs.  This a great holistic service to clients, and there’s a real need here. If you’ve been procrastinating about reviewing any of these coverage areas or are simply curious, please contact me. In many cases, people are surprised at how customizable coverage can be—and what peace of mind it brings.

  • Long-Term Care
  • Life
  • Disability

On a Personal Note

From New Jersey, Carly credits her parents and frequent trips to Manhattan for her curiosity, independence, and lifelong interest in art and culture. Carly went to Sarah Lawrence College, decided she needed to experience life outside the NY Metropolitan area and transferred to UC Berkeley, where she found a home.

Carly graduated with a BA in East Asian Studies and lived in Tokyo for three years. She studied Japanese and Hebrew, took an extended sabbatical, where she immersed herself in Argentine Spanish, and was forunate to live in Seoul, Korea during the height of the Pandemic. “My travels are extensive, but there are still places I yearn to visit—I’ve never been to India or Morocco.”

“I’m passionate about living a healthy, balanced lifestyle. I stay active by working out, hiking, biking, and kayaking, and I am committed to personal development that includes reading, meditation, yoga, and life coaching (CTI). Near and far, I enjoy an extended network of friends and family. One more thing: I love dogs . . .”