Carrie Ma

As a Wealth Advisor, Carrie helps clients navigate life’s financial milestones with clarity, confidence, and purpose. A CERTIFIED FINANCIAL PLANNER® professional and fiduciary, she upholds the highest standard of care—offering objective, fee-based guidance designed to serve her clients’ best interests at every turn. Carrie combines advanced wealth management technology with personalized financial planning to help professionals, entrepreneurs, and those nearing retirement grow, preserve, and transfer wealth while minimizing taxes.

Her disciplined approach integrates portfolio management, equity compensation planning, and comprehensive strategies for tax, retirement income, and estate planning. By aligning all aspects of a client’s financial life, Carrie transforms aspirations into actionable, achievable outcomes—empowering families to protect what matters most while pursuing what’s next.

With experience across the United States and Asia—including roles at Morgan Stanley, and Fidelity Investments—Carrie brings a global perspective and a deep understanding of complex financial needs. Beyond her work as an advisor, she teaches Pilates part-time and believes financial wellness and personal wellbeing are deeply connected—each grounded in balance, discipline, and a commitment to long-term health.