Carol Tan

Client Services Associate

In early 2022, Carol joined our team with nearly 12 years of consulting expertise in the technology sector. Her analytical acumen and passion for making a meaningful impact on lives has led her to want to pursue a career in financial planning.  

Carol provides administrative support to Robin in creating financial plans and reviewing investment portfolios.  She holds a computer engineering degree from the Tokyo Institute of Technology and an MBA from the Singapore Management University.  In her free time, she enjoys tennis and globe-trotting adventures with her family.  She is also fluent in English, Japanese, and Mandarin.