Carrie Sax
CFA®, CFP®
EP Wealth Advisors
Vice President
Carrie Sax
CFA®, CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Carrie Sax, CFA®, CFP®
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Carrie Sax is a Berkeley, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Carrie Sax is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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Carrie Sax joined EP Wealth Advisors in 2021. She has almost twenty years of industry experience and holds the Chartered Financial Analyst (CFA) designation, considered one of the highest distinctions in the investment management profession. After more than a decade analyzing stocks and managing investment portfolios, including as Director of Research at Parsec Financial in North Carolina, Carrie earned her Certified Financial Planner (CFP®) certification in 2017. As a CFP® practitioner, she loves working directly with clients to help them craft personalized financial plans aligned with their goals. Carrie holds a bachelor’s degree in zoology and a master’s degree in education from the University of Florida. Prior to her career in finance, she taught high school science and worked at a local zoo in Tampa. Carrie left the non-profit world “temporarily” in order to save enough money to realize her life-long dream of living in France, which she did in 2008. Although she always thought she would return to education, her financial career blossomed into a surprisingly rich experience that allows her to marry her teaching skills with her love of people and planning. Carrie moved from Asheville, North Carolina to Alameda in 2018 after meeting her husband – a Bay Area native – on a trip to India. When she’s not at work, Carrie enjoys reading, as well as spending time in nature with her husband and their Border Collie. She has a regular yoga and meditation practice and is a certified yoga instructor and life coach, all of which help inform her life and her work with clients.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Carrie Sax is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Carrie Sax is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Carrie Sax is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Carrie Sax
Office Locations:
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2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704
