Caroline holds the CERTIFIED FINANCIAL PLANNER™ designation and a Master’s in Education. She lives in North Kingstown, Rhode Island with her husband and son, and their extended family keeps them rooted in their community.
Outside of work, Caroline enjoys hiking, scuba diving, board games, and spending time at the beach in Narragansett. For her, financial planning is about helping people make intentional decisions so they can fully enjoy moments like these.
Caroline Knights began her career as a teacher, first through Teach for America in Tulsa, Oklahoma, and later as a Fulbright scholar in Taiwan. Her passion for education eventually led her into financial planning, where she found the same joy in helping people learn and grow—only now through the lens of their finances.
Caroline joined Boston Wealth Strategies in 2020 as a Paraplanner, became Director of Financial Planning Services in 2022, and now serves as an Advisor. She brings her teaching background into every client interaction, breaking down complex concepts into approachable, understandable strategies that empower people to make informed choices.
We’re here to help make sure it does.