CAROL BATES
Private Wealth Advisor
Strategic View Advisors
Carol Bates is responsible for the creation and maintenance of financial plans and investment analyses. She chairs the financial planning committee and sits on the investment committee and contributes to our broader organizational strategy. Bates has been in the finance industry for more than a decade and brings with her extensive experience in financial planning, investment management and client advising. She graduated from Cal Poly, San Luis Obispo, with a M.S in Business Administration and a concentration in Finance. She maintains the Certified Financial Planner professional certification and holds the Series 7 and 66 registrations.
Bates has enjoyed living up and down the California coast for most of her life and currently resides in El Segundo with her family. She played Division I tennis all four years at Cal Poly and continues to be an avid player today.
Return to Index.
Read the full article here
