David K. Carboni, Ph.D., CFP

David K. Carboni, Ph.D., CFP

Dr. Carboni has been conducting Retirement and Financial/Life Planning Workshops since 1978. With a Ph.D. in the social aspects of retirement (social gerontology) from the University of Connecticut, Dr. Carboni directed a University-based Center on Retirement for 7 1/2 years and served as editor of “Retirement Planning“, the official journal of the International Society for Retirement Planning. Dr. Carboni has also taught courses at several universities.

Author of numerous articles and a book on Retirement issues, Dr. Carboni also has a strong background in financial planning, and holds a certified financial planning (CFP) designation from the College of Financial Planning in Denver, Colorado. Earlier in his career, Dr. Carboni spent six years with a financial planning firm helping clients maximize retirement income. Building from this experience, Dr. Carboni also writes articles for employer newsletters to inform employees on the actions necessary for a successful retirement.