Carly Gold’s primary role is as a Client Services Associate to assist clients of Stratos Wealth Partners. She serves as the key link between our clients’ objectives and the plan that is created. Carly helps facilitate the planning process to provide a unique client experience. Lastly, Carly handles the onboarding process for new employees and facilitates the Internship Program at the Irvine office.
Carly recently graduated summa cum laude from California State University, Fullerton with a degree in Finance. In her free time, Carly enjoys photography, figure skating and playing hockey, and spending time with her Italian Greyhound, Bambi.
Carly believes strongly in extraordinary client service and knows this can only be achieved if our infrastructure runs seamlessly for our clients and consistently focuses on improvement.