Carissa is a Senior Associate Financial Advisor. She works in Summitry’s Private Client Group, providing advisory and planning support both for her own clients and in partnership with the advisory team.
Prior to joining Summitry, Carissa earned a Bachelor of Arts from the University of California, Santa Cruz. She worked as an Operations and Planning Associate at a boutique RIA in San Jose where she provided planning strategies and educational resources for financial advisors and clients across the Bay Area.
Carissa is a Bay Area native and loves everything it has to offer, from beautiful sites to great eats. She enjoys traveling, baking, gardening, and above all, spending time with friends and family.
