About Carmen
Carmen was trained as a lawyer to solve problems and search out resources when she doesn’t have the answers. She finds her background highly useful when collaborating with her clients’ own legal advisors. She loves being her clients’ go-to source for guidance in financial matters, as it gives her an amazing sense of professional purpose. Carmen also thrives in working within the rule-based systems of the financial industry. She gives objective guidance to all clients, helping them grow and protect assets. Securing clients’ trust and respect is her ultimate reward.
Born in Hong Kong, Carmen moved to the United States when she was 17 and became a naturalized U.S. citizen in 2001. She and her husband live in Portland with their Maltese-Shih Tzu, Daisy Mei. Carmen is passionate about tennis. In her spare time, she enjoys building projects. She speaks and reads Chinese (Cantonese and Mandarin) and is continuing her studies in Spanish. Carmen and her husband love to travel and have visited more than 30 countries.
Education and Professional Milestones
- Brigham Young University-Hawaii – bachelor’s degree in business administration
- University of Hawaii – Juris Doctor
- Practiced law for 10 years before moving to the financial industry
-Serves as board Vice president for the Portland Japanese Garden Foundation and acting board president and secretary for the All Chinese Heritage Integrity Empowerment Fund (ACHIEF)
Carmen was trained as a lawyer to solve problems and search out resources when she doesn’t have the answers. She finds her background highly useful when collaborating with her clients’ own legal advisors. She loves being her clients’ go-to source for guidance in financial matters, as it gives her an amazing sense of professional purpose. Carmen also thrives in working within the rule-based systems of the financial industry. She gives objective guidance to all clients, helping them grow and protect assets. Securing clients’ trust and respect is her ultimate reward.
Born in Hong Kong, Carmen moved to the United States when she was 17 and became a naturalized U.S. citizen in 2001. She and her husband live in Portland with their Maltese-Shih Tzu, Daisy Mei. Carmen is passionate about tennis. In her spare time, she enjoys building projects. She speaks and reads Chinese (Cantonese and Mandarin) and is continuing her studies in Spanish. Carmen and her husband love to travel and have visited more than 30 countries.
Education and Professional Milestones
- Brigham Young University-Hawaii – bachelor’s degree in business administration
- University of Hawaii – Juris Doctor
- Practiced law for 10 years before moving to the financial industry
-Serves as board Vice president for the Portland Japanese Garden Foundation and acting board president and secretary for the All Chinese Heritage Integrity Empowerment Fund (ACHIEF)