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Caren Laverty

Caren Laverty is a native Ohioan, born in an industrial, blue-collar city located about an hour southeast of Cleveland. When her mother passed away at the young age of 34, her father was left to raise four children by himself.

After graduating from Miami University with a BS in Business Administration, she was hired by Humana, soon becoming a Statistical Analyst. She moved up to Financial Representative for Fidelity Investments, where she rose through the ranks, working in Private Client Group, Stock Plan Services, and finishing her career as an Account Executive. Her book of business included 500+ mass affluent households (clients with >$250k in investable assets. She worked directly with clients for all their investment, planning, and guidance needs and created retirement income plans, constructed investment portfolios, and positioned appropriate products such as annuities, charitable gift funds, and active trader services. She received many awards, including their most prestigious award, President’s Circle.

Her financial blog dedicated to women led to writing two financial books for women including The Little Black Dress of Finance.

Caren Laverty | Author of The Little Black Dress of Finance
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