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Carmen Wong

Carmen Wong JD, CFP®

Senior Wealth Advisor

Through years of searching for purpose in my career and a deep desire to help others, I found my way to wealth management. I love working with positive, motivated individuals who strive to make the world a better place. Employing efficient communication strategies, I am able to help my clients raise their level of certainty, and lower their level of fear, as they know their finances are being looked after.

How do you de-stress?

Getting a 50-minute pedicure will usually do it.

What are you passionate about outside of work?

I am passionate about having meaningful relationships with the people in my life.

Who is your hero?

My hero is not a single person. A good teacher at any level is my hero.