Carmen Liu

Analyst

Carmen is an Analyst at Robertson Stephens, supporting the advisory team. She works cross-functionally with the other advisors in her team to onboard new clients and advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning.

Prior to working at Robertson Stephens, Carmen was a paraplanner at LFS Wealth Advisors, managing and reporting client data and preparing financial analyses.

Carmen earned a B.S. degree in Managerial Economics at the University of California, Davis, where she was an associate member of the Davis Women in Business professional organization. Carmen resides in San Francisco, Bay Area where she was born and raised. In her free time, she enjoys discovering new restaurants, reading, and running.

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