Carla Ramos

Carla Ramos brings over two decades of administrative and financial expertise to her role at Mission Wealth. Before joining the team, she worked as a Finance Operations Manager at Merk Investments in Palo Alto, CA, and as a Senior Trust Operations Specialist at Greater Bay Trust Company in California. Carla’s experience in the mutual fund and financial industries includes managing trade settlement, performance reporting, and account reconciliation.

Carla is a Bay Area native who enjoys cooking, hiking, camping, and spending time with her husband and two college-aged children. She loves exploring the Bay Area’s diverse culinary scene and is always on the lookout for new restaurants and food experiences. To learn more about Carla, check out this 2018 Mission Wealth interview.

Carla has been an active volunteer for Special Religious Education Development since 2006. This branch of Leader Catechists assists 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 who 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.