Insurance Strategies, Investment Strategies (Reg. Reps Only)
English
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Carmen began her financial planning career in 2000 and her commitment to excellence is evident in her early achievement of the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2007, followed by the Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) designation in 2014.
A fun fact about Carmen: She once considered a career as a chef and nearly attended culinary school in 2002. Other than her love for cooking and baking, Carmen enjoys traveling, photography and practicing Italian whenever she can. She and her husband live in Berkeley with their beloved blue merle Australian Shepherd named Daisy. When Carmen is not working, she is usually at the Giants game or hiking with Daisy in Tilden Park.
Carmen is fluent in Chinese (Cantonese) and proficient in conversational Italian.
CRN202809-9393019
Check the background of this investment professional on FINRA's BrokerCheck