Carrie Zhou

Carrie began her career in financial services in 2014. Previously, she worked at Aspiriant and BMO Private Bank. Her roles spanning financial planning, private banking, operations, and cross-border wealth planning allow her to bring a well-rounded and global perspective to every client relationship.

In her role, Carrie guides clients through key decisions involving budgeting, investments, retirement, tax strategies, estate planning, and more. She enjoys building long-term relationships and helping clients make confident, informed decisions about their financial lives. Carrie is driven to collaborate with clients from diverse backgrounds and tailor advice that respects their unique values and family circumstances.

Earlier in her career, Carrie helped families immigrating to the U.S. with navigating the financial complexities of starting a new life. An immigrant herself, the experience inspired her to become a financial advisor.

Carrie earned a master’s degree from the London School of Economics and Political Science and a bachelor’s degree from University of Shanghai for Science and Technology.

Outside of work, Carrie loves spending time with her husband and their daughter. She also enjoys practicing yoga, reading, and hiking. Originally from Shanghai, she moved to the U.S. in 2012 after studying in the UK. She now considers the Bay Area home, where she thrives in the diversity, energy, and sense of community. Carrie is fluent in Mandarin and Shanghainese dialects.