Carolyn Herzog

Carolyn Herzog

Investment Management, Financial Planning
San Luis Obispo, California, United States

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Work Experience

Corvus Wealth Advisors

Chief Investment Officer, Wealth Advisor and Managing Member

2021-01-01 - Present

Compass Financial Planning, LLC

President & Founder

2016-03-01 - 2021-03-01

California Polytechnic State University

Lecturer

2015-03-01 - 2016-06-01

Capital Research

Vice President

2007-08-01 - 2014-12-01

Putnam Investments

Portfolio Associate

2002-08-01 - 2005-04-01

Skills

wealth management retirement planning retirement services financial planning institutional investment management endowments employer sponsored retirement plans

Languages

No Languages Available