Phone: (858) 875-0404
Cell: (858) 790-9190
Ms. Carmen is responsible for developing and managing client portfolios. She specializes in assisting business owners, corporate executives and wealthy families create and successfully execute investment management and wealth transfer strategies.
Prior to joining First Foundation, Ms. Carmen was a Senior Vice President for U.S. Trust. She has also held positions as a Trust & Investment Consultant at City National Bank and as a Regional Area Director at Wells Fargo Private Client Services. She has comprehensive experience in commercial credit, commercial real estate, trade financing, cash management, investment management and trust administration.
Ms. Carmen received her certification from the University of California, Riverside in Personal Financial Planning and is a member of the Financial Planning Association. She is also member of the Desert Round Table in Palm Springs, Desert Estate Planning Association and the North County Estate Planning Association in San Diego.