Carrie

Wealth Advisor

Carrie Ma, CFP®, is currently a Wealth Advisor at Farther, where they focus on delivering holistic, tax-smart strategies to clients navigating complex financial situations. Previously, Carrie held various roles, including Wealth Management Manager at Manulife and Financial Advisor at MassMutual, where they helped clients make informed financial decisions and develop tailored investment strategies. With extensive experience in HR and compensation management, Carrie has worked for notable companies such as Morgan Stanley and CHANEL. Carrie is also pursuing a degree in Financial Planning from New York University's School of Professional Studies.

Location

United States

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