08/07/2026
Hello, Friends!
I wanted to personally share an exciting update regarding my practice. I have recently joined the P&R Team at 3 Dimensional Wealth Advisory, and I couldn't be more excited about what this means for the individuals, families, and business owners I have the opportunity to serve.
This transition reflects my commitment to continually raising the standard of advice and service I provide. As I considered the next chapter of my career, it was important to find a team that shared my values of integrity, personalized planning, and building long-term relationships. I found exactly that with the P&R Team.
I am honored to be joining Tom Palumbo, CLU®, ChFC®, CAP®, CRPS®, RF™, and Matt Rendell, CPA, CFP®—highly respected professionals with decades of combined experience in comprehensive financial planning, retirement planning, investment management, business planning, and tax-aware wealth strategies. Their depth of knowledge, collaborative approach, and unwavering commitment to clients made this an exceptional opportunity, and I am grateful to now be part of their team.
Together, we help individuals, families, and business owners navigate every stage of their financial lives through thoughtful planning, disciplined investment strategies, retirement income planning, business succession planning, risk management, estate planning coordination, and wealth preservation. Our goal is simple: to provide objective advice and personalized strategies that help clients pursue their financial goals with confidence.
As I begin this exciting new chapter, I would welcome the opportunity to connect with you. Whether you're looking for a trusted advisor, would like a second opinion on your current financial strategy, or simply want to learn more about our planning process, I would be honored to earn the opportunity to serve you.
My new contact information is as follows:
Tiffany Carrion
Financial Advisor
3 Dimensional Wealth Advisory
📲Direct: (904) 789-2450
📧E-Mail: [email protected]