Carissa Yen is a Financial Paraplanner Qualified Professional℠ – FPQP® and Financial Advisor at Brickley Wealth Management, where she provides advisory and planning support to clients and works closely with the firm’s advisors on financial planning analysis, investment coordination, and ongoing client service. Her work emphasizes organization, follow-through, and clear communication in support of thoughtful, long-term financial decision-making.

She brings several years of experience supporting clients through a wide range of planning and investment needs. Carissa is known for her steady presence in the planning process—helping organize financial information, prepare analyses, and ensure recommendations are carried through with care. She values clarity and collaboration, and she approaches her work with an appreciation for how financial decisions intersect with real life.

She earned her Bachelor of Arts from the University of California, Santa Cruz, with a concentration in Anthropology and a minor in Education. Her academic training informs how she approaches client work: attentive to individual context, respectful of different perspectives, and focused on helping people understand not just what decisions are available, but why they matter.

Carissa holds the Series 65 license and is a Financial Paraplanner Qualified Professional℠ – FPQP®.

A Bay Area native, Carissa is actively involved in her community. She volunteers as a Key Club Advisor for Key Club International and is a member of Kiwanis KYDS, continuing a long-standing commitment to youth mentorship and community service. Outside of work, she enjoys baking, ceramics, traveling, and spending time with friends and family.

For more information on our investment advisers complete qualifications please see Form ADV Part 2 B and here at investor.gov to check out your Investment Professional.