Caroline M. Girgis, JD, ChFC®, CDFA®
Partner & Wealth Advisor
Caroline Girgis serves as a Partner and Wealth Advisor with The Bethesda Group. As the Co-Head of Office, Caroline works with the Firm’s High Net Worth Executives and Retirees.
Her experience lies in the areas of Retirement Income Distribution Strategies, Complex Insurance Planning, Executive Equity Compensation, and Advanced Tax and Estate Planning. She meets with clients to understand their financial goals and concerns and creates tailored plans to help them gain financial control. Specializing in working with individuals going through a financial life transition (retirement, divorce), Caroline applies her experience to solve complicated problems.
With over 25 years of financial planning experience, Caroline is a Chartered Financial Consultant (ChFC®) with concentrations in investment management, retirement planning, risk management and estate planning. She is also a Certified Divorce Financial Analyst (CDFA®). She earned her Juris Doctorate from Widener University School of Law – Delaware Law School and her Bachelor’s in Criminal Justice from the University of Delaware.
Prior to joining Prime Capital Financial, Caroline was Vice President and Co-Head of Office with Goldman Sachs Personal Financial Management.
In her free time, Caroline enjoys exotic travel and is especially passionate about scuba diving and underwater photography while traveling the world to explore our oceans. She is also a PADI Divemaster and enjoys introducing new divers to the world of scuba diving.
Want to learn how we can help you achieve your life’s ambitions?
Set up an introduction call today!
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Navigating life transitions can be challenging, especially when emotions run high and financial decisions must be made. During these pivotal moments, understanding your options is crucial. We recognize the financial and emotional factors at play and are committed to guiding you through every step of the process. Your concerns are our top priority, and we’re here to provide the clarity and support you need to move forward with confidence.
The Process Includes:
Initial Consultation
- Discuss financial and personal goals
- Review details of financial choices currently in place
- Discuss how we work with our clients and the services we offer
- Discuss any to-do’s
- Schedule next meeting date
Second Meeting (Data Gathering)
- Review all documents gathered from client checklist
- Identify inefficiencies, weaknesses and missing pieces
- Discover and prioritize your short and long-term goals and objectives
- Discuss any to-do’s
Third Meeting (Solution Presentation)
- Review our detailed analysis
- Discuss options and strategies
- Review/address any unanswered questions/concerns
- Begin implementation of new plan
The New Client Process
As a new client, when you begin working with The Bethesda Group’s team of advisors, we go through an in-depth process to get to know you, your family, your situation, and your personal financial objectives. There is a lot of information that we gather in order to do a thorough analysis and develop your custom plan to help you achieve your life ambitions.
The Bethesda Group Team
Our team members serving you at our office, located just outside the nation’s capital, each bring unique accreditations, backgrounds, focus areas, and experiences, which they use collaboratively to help our clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
