Carrie Miskawi
Vice President and Wealth Management Consultant
Carrie Miskawi is a Vice President and Wealth Management Consultant at Allworth Financial. She works closely with individuals and families navigating increasingly sophisticated financial lives, helping them evaluate how investment strategy, tax planning, estate considerations, and long-term wealth objectives fit together within a comprehensive planning framework. Carrie is known for bringing clarity and perspective to complex financial conversations, helping those she works with feel informed and at ease as they evaluate important decisions surrounding their wealth.
In her role, Carrie often serves as an initial resource for those seeking guidance beyond traditional investment management alone. She helps uncover planning opportunities, identify areas of complexity, and facilitate thoughtful conversations around broader wealth strategy. Her ability to translate sophisticated financial concepts into approachable, meaningful dialogue helps create a more informed and comfortable planning experience from the very beginning of the relationship.
Carrie earned her degree in Marketing Management from California State University, Sacramento. She also holds her Series 7, Series 66, and insurance licenses and is a local notary.
I begin by taking the time to deeply understand what matters most to the individuals and families I meet with, many of whom have sophisticated financial lives and evolving wealth planning needs. I seek to understand not only their goals and priorities, but also the values, experiences, and long-term vision influencing their decisions. This insight then allows me to identify opportunities and shape personalized strategies that can adapt alongside them through every stage of life.
Working with me is designed to feel natural, collaborative, and engaging. I take a conversational approach that encourages open dialogue and creates space for thoughtful discussions. Throughout the process, I strive to blend thoughtful guidance with education so you feel informed, supported, and empowered in the decisions ahead.
Ultimately, my goal is to provide perspective, direction, and a genuine sense of partnership. I aim to create an experience where those with multi-layered wealth feel comfortable as they move forward in the planning process.
I really enjoy helping those I work with see the full picture of their financial lives and how each piece of the puzzle fits together. I’m particularly passionate about demonstrating the value of comprehensive wealth planning. Investment strategy, tax planning, and estate considerations become far more effective when approached in coordination rather than isolation, so helping uncover those often-overlooked connections is especially fulfilling.
The most rewarding moments come at the end of a conversation when I can tell someone feels truly heard, informed, and at ease. Knowing I’ve helped provide a sense of confidence is what makes this work so meaningful.
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