Carolyn N. Oberfeld, CFP®

Carolyn Oberfeld is a CERTIFIED FINANCIAL PLANNER™ with over 36 years experience in the financial services industry. Prior to branching out on her own through ING and then National Planning Corporation in 2001, Carolyn spent 4 years with Reliastar/ING Financial Partners Inc. In 2016 Carolyn joined Discovery Financial Centers, Inc., headquartered in Red Wing, Minnesota as an LPL Investment advisor representative.

While at Reliastar/ING Carolyn offered individual financial planning services along with providing financial education to employees at companies throughout the Midwest. Topics of education seminars included general financial planning, retirement planning, risk management, college funding, long term care planning and estate planning. Carolyn taught over 60 seminars on these topics in a 4-year span. Carolyn has also taught continuing education courses for licensed insurance agents through Kaplan, Inc. (previously Dearborn Financial Services).

Before her time with Reliastar/ING Carolyn worked at Benefit Designers, Inc. in St. Paul, a company that specializes in employer sponsored plans including 403(b), 401(k), 457 (f) plans, 457(b) plans and group benefit plans. In this role she had a unique opportunity to learn to look at all aspects of financial planning from individual investment opportunities to the maximization of employer benefits for her clients.

Carolyn obtained her license to sell securities in September of 1987 and spent the first 3 years in the financial services industry on the retail brokerage side. In 1990 she joined Benefit Designers, Inc. looking for a path in the industry that focused more on total financial planning services and long-term relationships.

Carolyn currently works with her clients to help define their financial goals and chart a course designed with the goal for long-term financial confidence.

Carolyn attended the University of Wisconsin, Madison and the University of Minnesota with emphasis on Public Relations and Communications. She lives in Eagan with her husband of over twenty-one years Mike. Her 28-year old stepson, Ben, is married and lives in Oakdale with his wife Martha. Carolyn loves travel, reading, helping to support her community and has discovered a newfound passion for golf.

Carolyn works out of 8120 Penn Avenue So, Suite 444, Bloomington and Eagan (Sherwood Way).

Connect with me on LinkedIn

Like us on Facebook!