Carmelia is the Executive Assistant to Karin Alvarado, Senior Partner at New Aspect Financial Services. She is responsible to deliver a high level of customer service, maintain client relations for both retirement plan and individual clients.
Carmelia has been working in various industries, from Hospitality, Manufacturing, Real Estate, Medical to Financial industry. Besides assisting executives, her experience also includes managing office, reviewing and approving loans, reviewing contracts and compliance and supporting sales and marketing.
Besides work she also loves to travel, experiencing new cultures, and enjoys food.
P: 707 346 7601
F: 707 260 6131
1475 Fourth Street
Napa, CA 94559
1500 Grant Ave,
Novato, CA 94945
18425 Pony Express Drive
Parker, CO 80134
New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.
© Copyright – New Aspect Financial Services