Carissa Yen, FPQP
About Carissa Yen, FPQP
Carissa Yen, FPQP, serves as an Associate Financial Advisor, previously working at a boutique RIA in San Jose and actively involved in the Kiwanis KYDS Club.
Carissa Yen Associate Financial Advisor
Carissa Yen holds the position of Associate Financial Advisor. She offers professional financial advisory services and brings a wealth of experience to her role. Her expertise in financial planning is complemented by her background in various operational and planning roles within the industry.
Operations and Planning Associate at Boutique RIA San Jose
Before her current role, Carissa Yen worked as an Operations and Planning Associate at a boutique Registered Investment Advisor (RIA) in San Jose. This position involved handling operational tasks as well as assisting in financial planning efforts, offering her diverse experience in the financial sector.
Carissa Yen Bay Area Background
Carissa Yen was born and raised in the Bay Area. Her strong connection to the area is evident through her professional and personal involvement in the community. This background has given her unique insights into the financial needs of those living in this region.
Carissa Yen Personal Interests
In her personal time, Carissa enjoys traveling, baking, and gardening. These hobbies provide her with a balanced and well-rounded lifestyle. She also values spending quality time with her friends and family, highlighting her strong interpersonal relationships.
Carissa Yen Member of Kiwanis KYDS Club
Carissa Yen is an active member of the Kiwanis KYDS Club. This affiliation reflects her commitment to community service and her dedication to contributing positively to societal initiatives. Her involvement in such organizations underscores her multifaceted skill set beyond her professional expertise.