About Carisa
Carisa Bertrand holds a Bachelor’s Degree from Southern Utah University and is an Accredited Wealth Management AdvisorSM (AWMA®). With eight years of experience in wealth management, she specializes in financial planning for individuals, couples, and small business owners. Carisa is passionate about educating and empowering her clients to improve their financial well-being.
Each plan she creates is tailored to the unique needs of her clients, often incorporating strategies for investments, taxes, income planning, Social Security optimization, education funding, and estate and legacy planning.
Carisa resides in St. George with her husband and their corgi. In her free time, she enjoys traveling, camping, and spending time with family. She is an active member of the St. George Chamber of Commerce, Young Professionals, and BNI.