Carmelia serves as the Executive Assistant to Karin Alvarado, Managing Partner at New Aspect Financial Services. She plays a key role in delivering exceptional customer service and fostering strong client relationships for both retirement plans and individual clients.
With over 20 years of experience across multiple industries, Carmelia brings a unique combination of organizational expertise, strategic acumen, and a collaborative spirit. A true team player, she expertly handles all aspects of her work, ensuring seamless execution and exceptional results. Her ability to identify growth opportunities, build meaningful client connections, and thrive in fast-paced, dynamic environments makes her an invaluable asset to the team.
Carmelia holds the Certified Plan Fiduciary Advisor (CPFA) designation and has completed the education for the Nonqualified Plan Advisor (NQPA), showcasing her dedication to professional growth and industry excellence.
Outside of work, she is passionate about traveling, exploring new cultures, and embracing unique experiences.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
© Copyright – New Aspect Financial Services