Speaker Date Topic
Carol Wikle, Mirador Capital Partners Mar 31, 2020 12:00 PM
ONLINE Meeting - COVID-19 and the Financial Markets

Carol is an investment professional with 20 years of experience. Prior to changing careers in 1998, Carol owned and operated her own company for 16 years, serving as the Chief Financial Officer. Carol understands the needs of business owners and families, and works with them to simplify their financial picture. She works with clients to collaborate with their tax and legal advisors for efficient implementation of their goals and plans. Carol has earned the prestigious designation of Certified Financial Planner® professional, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor®. She is a member of the firm's Investment Committee.

Prior to Mirador Capital Partners, Carol was a Financial Advisor, Associate Vice President in The Garman Group at Morgan Stanley. Carol began her career as a Financial Advisor at Merrill Lynch in 1999, building her own practice until joining The Garman Group in 2006 at Merrill Lynch.

Carol actively gives to her community through her 24 years of service in the Castro Valley Rotary Club where she is a Past President, having held the position for 2016-2017. Carol has also served on the Board of Directors of the San Leandro Boys and Girls Club and the Eden Medical Center Foundation. Her passions include dancing, gardening, cooking, traveling and Bible study. Carol graduated from Cal State East Bay, and is the mother of two sons, Don Garman and Howard Wikle.