Charli Cavric is a Wealth Management Associate at Arcadia Capital, bringing a unique blend of financial expertise, real-world service experience, and a calm, client-first approach. Before entering the financial planning profession, Charli served six years in the U.S. Army Reserves as a nurse and later worked road patrol as a police officer — experiences that built her discipline, empathy, and commitment to supporting people through life’s most challenging situations.

Today, Charli channels that same sense of purpose into financial planning. She is especially committed to serving first responders, healthcare workers, military families, and women navigating major life transitions — groups whose financial needs are often complex, fast-moving, and underserved.

Her planning focuses on building clarity and confidence in every area of a client’s financial life, with specialties in cash-flow planning, retirement and 401(k) analysis, tax-efficient strategies, insurance and long-term care planning, student debt guidance, and personalized investment education. Charli also creates custom budgeting tools and financial dashboards to help clients stay organized, informed, and aligned with their long-term goals.

Charli has passed the SIE, Series 7, and Series 66 exams and holds her Health and Life Insurance Licenses. She is currently studying for the Chartered Financial Consultant® (ChFC®) designation to deepen her advanced planning expertise.

Outside of work, Charli enjoys baking, playing pickleball, working out, and spending time with her husband and their daughter.

Charli welcomes new clients seeking structure, clarity, and a long-term partner in their financial planning journey.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.