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 YOLANDA CARBAJALMy goal is to make sure your questions are answered and your investment strategy is up to date. As Assistant Client Manager, I provide an array of services, including fielding your questions and preparing materials for investment strategy and financial planning meetings. This includes preparing retirement cash flow and asset allocation analysis to ensure that your strategy reflects your goals. I also handle a majority of the portfolio trading and compile the compliance reports required by the SEC. More about Yolanda… Yolanda is a Certified Financial Planner™ and holds a Bachelor of Arts degree in Communications and Psychology from the University of California at Davis. She has more than twelve years of experience in the financial industry, including seven years at a boutique investment advisory firm, with experience in hedge funds, client services, compliance, and operations management.. In her free time, Yolanda enjoys international travel and is always on the hunt for a new culinary adventure. Return to our team > |
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Meet the Miller Team Kathleen Miller > Patricia Doran > Cherryl Franco > Nicole Miller> Yolanda Carbajal> Don Miller > Team Overview > |
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MILLER ADVISORS, INC. is a Registered Investment Adviser with the Securities and Exchange Commission and the Securities Division of the State of Washington. Miller Advisors offers Wealth Management, Personal Finance and Retirement Planning Services. | |