Our Story
Beth Remick and Carolyn Nunez formed a friendship in 1997 while working at a major Fortune 500 financial services company. In 1998, after a career in investment banking and corporate finance, Beth followed her passion and joined Yeske Buie, a premier bi-coastal financial planning firm. Beth served as director of financial planning and within short order Carolyn became a client.
Carolyn continued honing her management, communications and marketing expertise at the senior management level. In 2008, she recognized her own passion for financial planning and successfully completed the educational requirements to become a professional planner.
In 2010 after many conversations, Beth and Carolyn realized a long-time dream and formed Ithaka Financial Planning, L.L.C., an independent firm offering fee-only financial planning and investment management services for women and families. Beth and Carolyn share a deep commitment to empowering women with regard to their money. They bring academic, financial and life experience to help their clients grow and protect their wealth. Their ultimate goal is to help all clients reach their full potential economically and in life.
About the principals
Beth Remick, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning. A CERTIFIED FINANCIAL PLANNER™, Beth holds an MBA from the Fuqua School of Business at Duke University and a bachelor’s degree in commerce from the University of Virginia.
Beth is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA). Beth is an active member of NAPFA and has performed research on emerging financial planning issues as part of several financial planning study groups. Beth received her CFP® designation in 1999.
Prior to co-founding Ithaka, Beth was the Director of Financial Planning at Yeske Buie Inc. and the Director of Investment Services at Financial Planning Group, Inc., a predecessor firm to Yeske Buie Inc. from 1998 - 2009. Before that, Beth was a Product Development Manager at Fannie Mae, a financial analyst at Eli Lily, and a research analyst following bank stocks at SunTrust Robinson Humphrey.
Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.
Carolyn Nunez, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning. A CERTIFIED FINANCIAL PLANNER™, Carolyn holds an MBA from the Yale School of Management, and a bachelor’s degree from Johns Hopkins University.
Carolyn is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA).
Prior to co-founding Ithaka Financial Planning, Carolyn spent over 15 years in financial services organizations including 10 years at Fannie Mae, 4 years at Resolution Trust Corporation and FDIC and several years as a consultant to the U.S. Export Import Bank and USDA Commodity Credit Corporation.
Carolyn is an active community volunteer and serves as a member of the development committee at Alma Del Mar Charter School, and chair of the stewardship committee and member of the investment committee for the Unitarian Universalist Society of Fairhaven. She has also worked with the Women’s Fund of Southeastern Massachusetts, the League of Women Voters and is active with the Yale Women’s Alumni group.
Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.
As you set out for Ithaka
hope the voyage is a long one,
full of adventure, full of discovery...
Hope the voyage is a long one.
May there be many a summer morning when, with what pleasure, what joy,
you come into harbors seen for the first time;
may you stop at Phoenician trading stations
to buy fine things...and may you visit many Egyptian cities
to gather stores of knowledge from their scholars...
From the poem "Ithaka"
by C.P. Cavafy
www.cavafy.com