Carly Lambeth earned dual Bachelor Degrees from Loyola University Chicago in both Business Management and Psychology. After a successful internship in her Senior year, Carly was recruited to manage and plan large Weddings and events back in her home state of California at Ponte Winery in Temecula. For two years, she enjoyed helping her clients plan at this pivotal point in their lives. This experience helped form her desire to help educate and guide individuals and families as they navigate the challenges of planning and securing their financial future. Carly began her career in Financial Services shortly there after by working as a Project Manager and Junior Advisor for Thrivent Financial Services in Temecula. After gaining experience there, and working with several Senior Advisors, Carly was hired here at Retirement Wealth Group and is working towards moving from Junior Advisor to Lead Financial Advisor. Outside of work, Carly enjoys a very active life. She loves to travel, enjoys reading and prioritizes family time. She became a first time homebuyer in 2023 and loves all elements of design.