New Aspect Financial Services, LLC
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    • Karin Alvarado, CFS, CPFA
    • Aaron Cooperband, MBA
    • Shawn Campas, CFP®, CPFA
    • Roberta Raasveld, Psy.D.
    • Chadwick Clarke, FPQP, CPFA
    • Geoffrey C. Aden
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    • Carmelia Carolien, CPFA
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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.

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  • Aaron Cooperband, MBA
  • Alexis Evans
  • Angela Jamar
  • Carmelia Carolien, CPFA
  • Chadwick Clarke, FPQP, CPFA
  • Cherish French
  • Contact Us
  • Employee Benefits
  • Featured Articles Archive
  • Geoffrey C. Aden
  • Karin Alvarado, CFS, CPFA
  • Katie Dale
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  • Matthew Abramo, FPQP
  • New Aspect Financial Services, LLC
  • News & Events
  • Our Process
  • Our Team
  • Roberta Raasveld, Psy.D.
  • Sandra Beeghely
  • Shawn Campas, CFP®, CPFA

Categories

  • Events
  • Featured Articles Archive
  • News

Archive

  • November 2020
  • June 2020
  • October 2018
  • August 2018
  • July 2018
  • June 2018
  • June 2017
  • May 2017
  • April 2017
  • January 2017
  • October 2016
  • September 2016
  • August 2016
  • June 2016
  • May 2016
  • April 2016
  • January 2016
  • November 2015
  • October 2015

To learn more about the professional history of our financial advisor(s),
please visit brokercheck.finra.org.

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Contact

P: 707 346 7601

F: 415 276 3039

Napa Valley

HEADQUARTERS

1475 Fourth Street
Napa, CA 94559

DIRECTIONS

Novato, CA

1500 Grant Ave,
Suite #314
Novato, CA 94945

DIRECTIONS

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

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