Carm Barbaro, RICP® in

Carm Barbaro, RICP®

Login to view DISC.
Partner and Private Wealth Advisor - Next Phase Advisory Group at Northwestern Mutual - Private Client Group
📍 Downers Grove, Illinois, United States

Carm Barbaro is a Partner and Private Wealth Advisor with Next Phase Advisory Group at Northwestern Mutual. He provides holistic, big-picture financial planning for high-net-worth professionals and business owners. He holds a BA from Northern Illinois University and is a Retirement Income Certified Professional (RICP®).

Living in the Chicagoland area with his wife and three children, Carm is a family-oriented individual. He is an avid golfer, enjoys spending time with his family, and dedicates time to coaching his childrens sports teams, reflecting his commitment to both his personal and professional life.

He is a supporter of community programs, including Vikings Youth Hockey.

Read the full overview →
Current Role
Partner and Private Wealth Advisor - Next Phase Advisory Group
Location
Downers Grove, Illinois, United States
Personality Overview

How Carm shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Carm cares about

Holistic Financial Planning
His firm focuses on aligning clients' life plans with their financial plans, covering retirement, insurance, wealth management, and intergenerational strategies.
Retirement Strategy
As a Retirement Income Certified Professional (RICP®), he has specialized expertise in creating secure and strategic retirement income for clients.
+5 more topics Login to view topics
Career

Work history

12-2010
Partner and Private Wealth Advisor - Next Phase Advisory Group
Northwestern Mutual - Private Client Group
12-2010
Partner and Private Wealth Advisor
Next Phase Advisory Group
2008 - 11-2010
Senior Banker
BMO Harris Bank
11-2006 - 11-2008
Licensed Banker
JPMorgan Chase & Co.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
BA
Northern Illinois University
Education details unavailable
St. Laurence High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Carm. Free, 10 seconds.