Carolyn Parenti-Pearson

With over three decades of experience in the financial services industry, Carolyn Pearson is a respected and trusted co-founding partner of Fig Garden Wealth Management. Alongside her partner, Brian Serimian, Carolyn has built a firm dedicated to providing personalized wealth management solutions that cater to the unique needs of individuals, families, and high-net-worth clients.

Throughout her distinguished career, Carolyn has developed a deep expertise in legacy planning, generational wealth strategies, and comprehensive financial planning. These areas of focus reflect her dedication to ensuring her clients are not only well-positioned for their financial present but also set up for success for generations to come. Her commitment goes beyond just managing assets—it’s about creating and preserving wealth that aligns with each family’s long-term goals and values.

Carolyn’s client relationships are at the heart of her success. She has cultivated long-lasting partnerships with many of her clients, often spanning multiple generations. Families trust her with some of their most important decisions, and many of them have been with her for decades, relying on her guidance through life’s transitions and milestones. The authentic trust she’s built is grounded in her attentive, personalized approach and her unwavering dedication to the financial well-being of each client.

Her role extends far beyond the traditional scope of financial planning. Carolyn actively collaborates with a network of attorneys, CPAs, and other trusted advisors to provide a holistic approach to wealth management. By working closely with these professionals, she ensures that all aspects of her clients’ financial lives are coordinated and optimized, from estate planning and tax strategies to charitable giving and business succession planning.

In addition to her professional achievements, Carolyn is known for her genuine care for the people she serves. She takes the time to understand the intricacies of each client’s family dynamics, values, and goals. This personal touch, combined with her technical expertise, allows her to craft strategies that not only protect and grow wealth but also honor the unique legacies her clients wish to leave behind.

Outside of her professional life, Carolyn is deeply connected to her family and enjoys spending quality time with them, along with her circle of close friends. Her Australian Shepherd, Savannah, is a beloved companion and an important part of her life. Whether she’s hosting family gatherings or enjoying the outdoors with Savannah, Carolyn’s love for her personal relationships mirrors the care she brings to her professional ones.