Carrie Sax, CFA, CFP®

Vice President, Advisor

Berkeley, California

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Carrie helps clients create personalized financial plans aligned with what matters most. She supports individuals and families with clear guidance across life transitions and long-term goals. Her work blends technical expertise with an educator’s mindset.
Before finance, Carrie taught high school science and worked at a zoo in Tampa. She earned 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. Her teaching background supports a clear, client-friendly planning style.
Carrie’s approach is collaborative, organized, and education-focused. She simplifies complex topics and helps clients understand the “why” behind each recommendation. She believes confidence grows when planning is both practical and personal.
Carrie lives in Alameda and enjoys reading and spending time outdoors with her husband and their Border Collie. She practices yoga and meditation and is a certified yoga instructor and life coach. She also enjoys traveling and exploring the Bay Area.