Carolyn Sheu, CFP®
Regional Director, Wealth Advisor

Request an Appointment | Office Information

Carolyn is a Regional Director, Wealth Advisor for Beacon Pointe, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.