Carrie Sax

Carrie Sax, CFA, CFP®

Vice President

Berkeley, California

Berkeley, California Office

2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704

Phone: (510) 848-0012

Fax: (510) 848-0009

  • Carrie loves working directly with clients to help them craft personalized financial plans aligned with their goals.

  • Prior to her career in finance, she taught high school science and worked at a local zoo in Tampa. Although she always thought she would return to education, her financial career blossomed into a surprisingly rich experience that allows her to marry her teaching skills with her love of people and planning.

  • Carrie holds a bachelor’s degree in zoology and a master’s degree in education from the University of Florida. She holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations.

  • Carrie moved from Asheville, North Carolina to Alameda in 2018 after meeting her husband – a Bay Area native – on a trip to India. When she’s not at work, Carrie enjoys reading, as well as spending time in nature with her husband and their Border Collie. She has a regular yoga and meditation practice and is a certified yoga instructor and life coach, all of which help inform her life and her work with clients.


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