Women and Wealth

Editorial Reviews

Since its release, Women and Wealth has been widely acclaimed by financial media, industry leaders, and professional organizations as both a wake-up call and a playbook for modern financial advice. Cary Carbonaro’s work has been praised for blending research, empathy, and actionable strategy to transform how the financial industry engages women.

• Financial Planning (Arizent): “Planner’s new book schools industry on ‘Women and Wealth’.” The article highlights how Carbonaro challenges outdated norms and provides a model for firms to adapt to the $84 trillion Great Wealth Transfer.
• ThinkAdvisor: In “How to Reshape Financial Services for Female Advisors and Clients,” Carbonaro is recognized as a thought leader reframing client engagement through empathy, communication, and behavioral insight.
• Yahoo Finance: Featured Carbonaro in “What Financial Advisers Don’t Get About Women and Money,” calling Women and Wealth “essential reading for advisors seeking to remain relevant.”
• MarketWatch: In “Women are about to be tremendously wealthy. So why is it so hard to find good financial help?” your research was cited as part of the industry’s reckoning with how poorly it serves women investors.
• Wealthspire’s In Crowd Podcast: Episode 7, “Women & Wealth: Cary Carbonaro’s Passion for Empowering Women,” spotlights your personal journey and advocacy for transforming industry culture.
• eMoney Advisor: The Heart of Advice blog featured “Empowering Women in Financial Planning with Cary Carbonaro,” underscoring your call for bias-free, values-driven client engagement.
• InvestmentNews and CFP Board have both referenced Women and Wealth in coverage about gender equity, advisor education, and the behavioral evolution of financial planning.

Across the press, the consensus is clear: Women and Wealth is defining the conversation about the future of women and finance.

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.