Carolyn Herzog is a Chartered Financial Analyst charterholder, as well as a Certified Financial Planner practitioner. Carolyn earned a BA in Philosophy and Economics from Tufts University and an MBA from the Haas School of Business at UC Berkeley. Prior to becoming a financial advisor in 2016, Carolyn worked for over 15 years in the Financial Services industry. Most recently, Carolyn was Vice President within the Investment Group at Capital Group Companies where she managed approximately $1 billion in assets. Carolyn feels fortunate to be a part of the wonderful San Luis Obispo community. She has taught courses as an Adjunct Professor at the Orfalea College of Business at Cal Poly and is