Learn About Carla Ramos
Professional Background
Carla Ramos brings over two decades of administrative and financial expertise to her role as Investment Operations Manager at Mission Wealth. Before joining the team, she worked as Finance Operations Manager at Merk Investments in Palo Alto, CA, and as Senior Trust Operations Specialist at Greater Bay Trust Company, California. Carla's experience in the mutual fund and financial industries includes managing trade settlement, performance reporting, and account reconciliation.
Personal Pursuits
Carla is a Bay Area native who enjoys cooking, hiking, camping, and spending time with her husband and two college-aged children. She loves to explore the diverse culinary scene in the Bay Area and is always on the lookout for new restaurants and food experiences. To learn more about Carla, check out this 2018 Mission Wealth interview.
Community Impact
Carla has been an active volunteer for Special Religious Education Development since 2006. This branch of Leader Catechists provides assistance to children with special needs, and Carla is passionate about supporting this important cause.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.