Professional & Industry Praise

“The historical norms of financial firms, regarding who our client is, no longer apply. will help the successful evolution of human advice in wealth management. Cary Carbonaro has been a leader who empowered positive change in the perception of women clients.”
— Haig Ariyan, CEO, Arax Investment Partners; Chairman, Ashton Thomas Private Wealth

“Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is a timely guide that addresses one of the most critical opportunities in financial planning today: empowering women to take control of their financial futures. Cary Carbonaro’s thoughtful insights and practical strategies will inspire both financial advisors and clients to approach financial planning with confidence, clarity and purpose.”
— Kevin R. Keller, CAE, CEO, CFP Board

“Women and Wealth is the ultimate playbook for financial advisors looking to better serve women. Cary Carbonaro blends compelling personal stories with decades of professional expertise to create a guide that’s as inspiring as it is practical. This book is a game-changer for advisors, positioning you as the go-to expert to inspire and empower women to confidently take control of their financial futures. A must-read for advisors ready to lead the way in reshaping financial advice for women.”
— Larry Sprung, CFP®, Author of Financial Planning Made Personal

“Women and Wealth has nailed it, and this book should be required reading throughout the profession. Blind Spot Bias is rampant for both male and female advisors when it comes to working with women. This is not a cut-and-paste of the usual data about women and wealth — it clearly states the disconnect with practical action steps for all levels of client engagement.”
— Susan Bradley, Founder, Sudden Money Institute

“Thought leader Cary Carbonaro lays it out: our industry must adapt to serve women. With historical narratives and copious supporting data, Women and Wealth not only defines the problem with wealth management but also provides comprehensive and methodical solutions. As promised, it is a detailed playbook for success. The future of wealth is female.”
— Blair duQuesnay, Lead Advisor, The Preserve, Ritholtz Wealth Management

“Cary Carbonaro’s new book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, provides a template to help women and their financial advisors forge a healthier and sustainable financial future.”
— Mary Beth Franklin, National Social Security Expert; Creator of PBS’s Social Security & You

“Cary Carbonaro’s new book, Women and Wealth: A Playbook To Empower Clents and Unlock Their Fortune, is a must-read for advisors. She labels the elephant in the room — women are still underserved and overlooked in finance — and offers practical solutions to capture the hearts and wallets of 50% of the population. If you are looking to better serve women, or you are a female in this industry, this book is for you.”
— Kathleen Burns Kingsbury, Money Mindset Coach & Founder, KBK Wealth Connection

Awards & Recognition

• 2025 NYC Big Book Award — Distinguished Favorite, Business: Personal Finance
• Recognized by Financial Planning, ThinkAdvisor, Yahoo Finance, and MarketWatch as a leading resource for the industry’s evolution.
• Adopted in women’s leadership programs, advisor education initiatives, and CE-credit coursework across the U.S.
• Cary won Investment News, 2025 DEI Trailblazer of the Year largely due to her work with the book, Women and Wealth.

Women and Wealth has become the definitive resource for advisors who want to lead with empathy, purpose, and impact. It is also for all women who want to be empower with their finances.
The press calls it “a wake-up call.”
The profession calls it “the playbook we’ve needed.”
And industry leaders agree it’s reshaping the language of modern financial advice.