Carrie Miskawi

Vice President and Wealth Management Consultant

Carrie Miskawi, is a Vice President – Wealth Management Consultant at Allworth Financial. Carrie brings depth in creating comprehensive financial planning, as she has experience in helping individuals create financial planning to encompass all financial items relevant to their financial journey now and as they move within the varying stages of their planning. She helps clients understand how all the pieces of their financial puzzle fit together and guides them through the planning process. She specializes in explaining complicated investment strategies in an understandable manner and providing the vision for clients to have peace of mind as they move
within their financial journey. Carrie has extensive experience in working with individuals who are navigating their working years in planning for retirement as well as retirees.

Carrie graduated from nearby Sacramento State with a degree in Marketing Management and through her interest in Finance continued to obtain her Series 7, Series 66, licenses, Insurance license and is a local Notary.

Folsom, CA

I truly enjoy meeting new people and have a passion for helping others achieve their financial goals through personable, honest and straightforward guidance. There is nothing more rewarding, than having a conversation to learn what matters most to them, so I can help them create a panoramic financial plan, including their hopes and dreams to give them peace of mind to pursue their long-term goals with confidence!

Carrie Miskawi, Vice President and Wealth Management Consultant

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Carrie Miskawi

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