Carly Seneca, CFP®
Carly Carly Seneca leads Financial Wellness and Education at MPW Retirement, advancing the firm's mission to deliver clarity through simplicity. She is responsible for helping individuals understand and fully utilize their workplace retirement benefits and financial resources, ensuring they take advantage of opportunities such as employer sponsored savings, tax advantaged strategies, and coordinated financial guidance.
With a background in wealth management at BNY Mellon and financial planning at Harvest Financial, Carly brings experience across both institutional and independent advisory environments. These roles shaped her ability to connect disciplined planning with real world application for individuals and families.
Carly is passionate about turning complex financial ideas into practical guidance. Her goal is to build understanding and confidence so individuals can make informed decisions and focus their time and energy on what matters most while feeling supported by a structured and thoughtful process.
At MPW Retirement
In her role, Carly designs and delivers comprehensive education programs that complement the firm’s integrated wealth management and retirement advisory services. She works directly with defined contribution plan participants to help them understand how their retirement plan fits into their broader financial picture and how to make confident decisions within a disciplined framework.
She serves as a central resource for participants by providing education, one on one guidance, and access to the firm’s advisory services when more personalized planning is needed. By coordinating education with advice, Carly helps ensure individuals receive aligned and consistent support rather than fragmented financial direction.
Carly develops customized education strategies for organizations, delivering group sessions, individual consultations, and ongoing resources that improve engagement and drive better financial outcomes for employees.
Her work supports the firm’s broader objective of inspiring confidence, building understanding, and creating lasting peace of mind through structured processes and a commitment to transparency and clarity.
A Note From
Carly Seneca, CFP®
"I believe financial guidance should bring clarity, not complexity. When people understand how to use the tools available to them and feel confident in their decisions, they can spend less time worrying about money and more time focusing on what matters most."
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