Pamela Peña Serrano

CFP®

Associate Wealth Advisor

(888) 321-0808

Before joining Carson Wealth as an advisor, Pamela worked in real estate law, marketing, development and small business lending in Miami, FL. She understands business and has a passion for entrepreneurs and professionals.  “The common theme in both entrepreneurs and intrapreneurs is lack of time; my job is to lead you to action, and part of this process is helping you figure out what you truly want. Once you have a goal in mind, you can see the finish line. I can help get you there. Since your interests are the same as mine, your success is my own.”

Pamela graduated from Florida International University with a Bachelor’s Degree in Business Administration with an emphasis in Finance & Banking. She moved to Omaha from Miami, Florida to join Carson Wealth in early 2014. She is currently pursuing a Master’s Degree at Kansas State University.

Outside of the office, Pamela focuses on bringing financial literacy to her community, including working with University of Nebraska, The Hispanic Chamber of Commerce, FemCity, The Latino Center of the Midlands, and All About Omaha. She also leads private corporate workshops with businesses across the U.S.

Pamela maintains a bilingual practice and is committed to serving her diverse community, including women and international clients. Her efforts were recognized by the Financial Planning Association in September of 2015, and she was the recipient of the 2015 Diversity Scholarship*.

Read Pamela’s latest blog here


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