Carla Yuan, CPA, PMP
Partner, Senior Associate Wealth Advisor

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Carla is a Partner and Senior Associate Wealth Advisor for the Beacon Pointe Pleasant Hill office. She brings a unique combination of financial experience, business acumen, and a detail-oriented, creative-minded approach to serving clients. Carla began her career at PricewaterhouseCoopers, one of the Big Four Accounting firms, and later gained business development experience managing multiple territories in the Pacific Northwest in the educational sector. Since 2009, she has also been actively involved in real estate acquisition and residential property management throughout California. A graduate of UC Santa Barbara with honors and a degree in Business, Carla holds both a CPA license and the Project Management Professional (PMP) designation. Born and raised in the San Francisco Bay Area, Carla is a California native and avid explorer. She enjoys discovering new restaurants, attending local music and community events, and staying active through workouts, hikes along neighborhood trails, and traveling the world.