Carla joined Parsons in 2017, excited to work for a family wealth management firm and to join the beautiful community of Half Moon Bay.
Originally from San Diego, Carla received her BS in Finance from CSUSM in 2013. Before joining Parsons, she spent two years working at Pratt & Whitney in their Finance/ Accounting Department & two years with UBS as a registered Client Service Associate
As Operations Manager & Registered Administrative Assistant, Carla’s main role is client on-boarding, account maintenance, and processing client daily requests such as rollovers and distributions. She prepares account reviews and helps implement portfolio strategies, at the direction of the advisor. She currently holds her Series 7, and Series 66 registrations.
In her free time, Carla trains for and competes in Olympic distance triathlons. She enjoys backpacking in the Santa Cruz mountains, practicing yoga on the beach, and riding horses on the trails of Moss Beach.