Carmen is Co-CIO and a Planner at Columbia Pacific Wealth Management. She is leading the company’s Investment Committee, with a focus on marketable securities, while also working closely with clients to help guide them through their planning and investing decisions. Prior to joining CPWM, Carmen was a Wealth Strategy Associate for UBS Private Wealth Bellevue and worked in audit for PricewaterhouseCoopers in Bucharest. Carmen is a CFA Charterholder and has earned her Certified Financial Planner (CFP®) designation. She also holds the Series 7 and 66 licenses.
Carmen grew up in Romania and has master’s and bachelor’s degree from Bucharest University of Economic Studies. In her free time, she loves exploring the outdoors; spending time with her husband and their son; snowboarding; gardening; and home improvement projects.
“If you tell the truth, you don’t have to remember anything.”
– Mark Twain