Pamela Peña Serrano
Associate Wealth Advisor
Pamela has been a Wealth advisor with Carson Wealth since 2014. Her previous experience in equity research analysis, small business lending, as well as real estate law and development, create a great foundation to manage and understand her clients’ complex mixture of asset classes, within their portfolios. As a Certified Financial Planner™ professional, Pamela believes investment management to be one branch of a client’s financial profile. She simplifies her client’s financial futures, by adding an additional focus to Retirement Income and Savings Planning, Tax Planning, Risk Management, Estate planning and Education Planning. It is through this in depth process, Pamela maintains continuous communication with her clients and lives up to Carson Wealth’s massive transformative purpose to be her client’s most trusted advisor.
Pamela graduated from Florida International University with a Bachelor’s Degree in Business Administration with an emphasis in Finance & Banking. She is currently pursuing a Master’s Degree in Financial Planning at Kansas State University.
Pamela believes in the importance of bringing financial literacy, and leadership development, to her community, and has worked to support it. She has lead workshops at the University of Nebraska, The Hispanic Chamber of Commerce, FemCity, The Latino Center of the Midlands, and All About Omaha. In addition, she leads an employer series on financial wellness. Her efforts were recognized by the Financial Planning Association in September of 2015, and she was the recipient of the 2015 Diversity Scholarship*.
Pamela has family spread across the U.S. and South America. She is working on mastering dog travel with her 2 year old Australian Shepard, and hopes to one day be decent at Golf.
Getting to Know Pamela
Passions: I love traveling with my family, flying airplanes, yoga, live music shows, teaching people to dominate their money, and playing fetch with my dog Orie.
Favorite food: Indian food, macaroons, and my grandma’s Ajiaco
Best piece of financial advice Pamela has received: “Don’t wait for the right time to save and invest, start small or big, but do it now”
If Pamela could meet anyone, past or present, it would be: My grandfather Rafael Serrano
Hidden talent: Songwriting
What motivates Pamela: People who rise up to the challenge
Favorite holidays: 4th of July, Thanksgiving, and New Year’s Eve
Something on her bucket list: Mastering piano and flying airplanes
Place she’d most like to visit: Constants are Colombia and France. Next destinations are Italy, Greece, & Thailand
Biggest accomplishment: I’m on my way to help one billion people