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Advisor

Caroline Nalbantoglu

CNal Financial Planning Inc. · Montreal, Quebec, Canada

Caroline Nalbantoglu is a fee-only financial advisor at CNal Financial Planning Inc. in Montreal, Quebec, Canada, who holds the C.Adm.F.P., CFP and RFP credentials. Caroline focuses on cross-border (US / Canada), retirement planning and estate & legacy planning.

Fee-only C.Adm.F.P.CFPRFP

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Specialties

Who they serve

  • Executives
  • Retirees
  • High earners

Facts

FirmCNal Financial Planning Inc.
Based in Montreal, Quebec, Canada
LanguagesFrench
CredentialsC.Adm.F.P. · CFP · RFP
Websitewww.cnalfp.com

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Questions about Caroline

Is Caroline Nalbantoglu a fee-only financial advisor?

Yes. Caroline Nalbantoglu is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

What languages does Caroline work in?

Besides English, CNal Financial Planning Inc. offers service in French, according to its website.

Where is Caroline Nalbantoglu based?

Caroline Nalbantoglu is based in Montreal, Quebec, Canada.

What does Caroline specialize in?

Caroline's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning, tax planning, divorce financial planning and pension planning. Caroline works with executives, retirees and high earners.

What credentials does Caroline Nalbantoglu hold?

Caroline Nalbantoglu holds the C.Adm.F.P., CFP and RFP credentials.

How do I contact Caroline Nalbantoglu?

Through Caroline's website, www.cnalfp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • CNal Financial Planning Inc. website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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