Inactive

Carolyn Nunez

Ithaka Financial Planning, LLC

Chevy Chase, MD

CRD 5766659

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Employer firm

Ithaka Financial Planning, LLC CRD 153244

$92.2M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Ithaka Financial Planning, Llc

5425 Wisconsin Ave Suite 600, Chevy Chase, MD 20815 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-01-01
MD	RA	APPROVED	2025-01-01
VA	RA	APPROVED	2017-06-14
MA	RA	APPROVED	2017-05-17
TX	RA	APPROVED	2010-06-22

DC RA
APPROVED

Since 2025-01-01
MD RA
APPROVED

Since 2025-01-01
VA RA
APPROVED

Since 2017-06-14
MA RA
APPROVED

Since 2017-05-17
TX RA
APPROVED

Since 2010-06-22

Branch Locations

5425 Wisconsin Ave Suite 600, Chevy Chase, MD 20815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unt Pdi Cfp Program	Irving	TX	09/2007	Present

09/2007 → Present

Unt Pdi Cfp Program

Irving, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-09-20

S65 Uniform Investment Adviser Law Examination

2009-09-20

Designations

Certified Financial Planner

Other Names

Carolyn Nunez
Carolyn Nunez Ozcan

View on SEC IAPD

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Nearby Investors

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