Carissa Yen, FPQP

Associate Financial Advisor @ Summitry arrow icon

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.

Known information

Carissa Yen, holding the title of Associate Financial Advisor, has a background as an Operations and Planning Associate at a boutique Registered Investment Advisor (RIA) in San Jose. Born and raised in the Bay Area, she has a deep connection to her community. Carissa enjoys traveling, baking, and gardening, activities that reflect her diverse interests and personal hobbies. She values spending quality time with her friends and family. Additionally, Carissa is a member of the Kiwanis KYDS Club, where she engages in community service and leadership activities.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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