Carissa joined Summitry in 2022 as a Financial Planning Associate. She provides advisory and planning support for the firm’s advisors and constructs comprehensive financial plans to fit clients’ goals and needs.
Prior to joining Summitry, Carissa worked as an Operations and Planning Associate at a boutique RIA in San Jose, providing planning strategies and educational resources for financial advisors and clients across the Bay Area.
Carissa was born and raised in the Bay Area 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.