Carlyle Wealth Planning

Sharon Budnik is a financial advisor at Carlyle Wealth Planning with 45 years of industry experience. She holds a Series 63 designation and has worked at Carlyle Wealth Planning since 1988. Prior to her current role, she was associated with The Strategic Financial Alliance and VSR Advisory Services. Outside of advisory services, she is involved in insurance sales as an agent with Dempsey & Assoc. Inc. Carlyle Wealth Planning serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations by offering comprehensive financial planning and advisory services. The firm provides project-based and hourly consultations covering estate and tax planning, retirement and disability planning, education funding, cash-flow and tax analysis, asset allocation, insurance, and special-needs planning, while maintaining a small, two-advisor team and a focus on non-traditional investments.

David Budnik is a financial advisor at Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation with 19 years of industry experience. He is also a CPA and provides tax return preparation services outside of his advisory role. Carlyle Wealth Planning serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering comprehensive financial planning and advisory services. The firm focuses on project-based or hourly consultations, does not custody client assets, and provides investment analysis across a broad range of securities and direct participation programs.

Alan Anderson is a CFP® professional with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and previously worked at The Strategic Financial Alliance, Inc. and Vsr Advisory Services. Outside of advisory work, he is involved in insurance sales and provides referrals for Medicare insurance services. Carlyle Wealth Planning serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations by offering comprehensive financial planning and advisory services. The firm focuses on complexity-based planning fees and does not custody client assets or exercise discretionary trading authority, providing clients with tailored investment analysis and recommendations.