Carson Amiral

I believe financial strategies are about more than just dollars and cents.

At their best, they strengthen families, build business, create freedom and bring clarity to the decisions that matter most. My mission is to help you feel confident, in control and connected to a strategy that reflects your values. Professionally, I've spent my career helping others make smart financial decisions – first in business and accounting, then in personal wealth management. I started my career in business earning my MBA as well as the Certified Management Accountant designation. I carry this technical knowledge into my financial advice and bond that with the real, human side of planning. I focus on business owners and high-earning professionals, all who want more clarity, more strategy and a real partner to help them think things through. My clients are smart, driven and busy – and they want a financial advisor who can help them make intentional, informed choices about the future. Outside of work, my life is rooted in community and family. I serve on the boards of the Santa Rosa Metro Chamber and Professionals with Pride, Sonoma County's LGBTIA-Plus Chamber of Commerce, of which I am a founding member. I thrive on connection, and I believe sound financial advice starts with understanding what matters most to you. When we work together, we'll start by exploring your goals, your values and your "why" – then we'll build a strategy that helps you get there, step-by-step.