Carla Jagodzinski in

Carla Jagodzinski

Commander · DISC type D
Founder at Jagodzinski Financial Boutique
📍 Wilkes-Barre, Pennsylvania, United States

Carla Jagodzinski is the founder of Jagodzinski Financial Boutique, an affiliate of New York Life. Drawing on a 24-year banking career, she provides client-centric financial planning, focusing on estate conservation and retirement solutions. People who work with her describe her as knowledgeable, motivated, and highly professional.

Inspired by a personal loss, Carla is passionate about ensuring others dont have to navigate complex financial decisions alone. She is a native of the Wilkes-Barre area and now lives in Sugar Notch with her husband, Michael. Her work is driven by a deep sense of empathy and community connection.

After hitting the corporate ceiling in banking, she pivoted her career to financial advising to make a more direct impact.

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Current Role
Founder
Location
Wilkes-Barre, Pennsylvania, United States
Personality Overview

How Carla shows up

Impact-Driven
Strong-Willed
Candid & Clear

More than the product, they care about the effectiveness of the product. They like to be in a position where they can control the conversation and terms. They respond better to strong and respectful interactions.

Priorities

Topics Carla cares about

Holistic Financial Planning
Her firm's philosophy is built on clarity and empathy, coordinating with clients' CPAs and attorneys to ensure every part of their financial plan is aligned.
Supporting Women Financially
She has a particular focus on guiding women through significant life transitions, helping them rebuild and plan for the future with confidence.
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Career

Work history

6-2021
Founder
Jagodzinski Financial Boutique
10-2023
Financial Advisor
Eagle Strategies LLC/NYLIFE Securities
1-2014
Financial Services Professional
NYLIFE Securities LLC
11-2018 - 6-2021
Associate Partner
blu door Financial, Inc
10-2013 - 1-2015
President
Diamond city BNI
In the press

Media appearances

Carla Jagodzinski – Founder of Jagodzinski Financial Boutique. Featured in Jagfinancialboutique.com
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Education
1986 - 2007
associates
luzerne county community college
2001 - 2002
n/a
King's College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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