Carla Yuan, CPA

Carla Yuan, CPA is a Partner and Regional Director for Northern California at Beacon Pointe Advisors, where she leads and coordinates business development initiatives across the firm’s referral networks and custodial partners while helping clients navigate customized wealth management strategies and comprehensive financial planning solutions. She brings a unique blend of financial expertise, entrepreneurial experience, and a thoughtful, detail-oriented approach to client service.

Carla began her career at PricewaterhouseCoopers (PwC), one of the world’s leading accounting firms, before expanding her experience into business development and territory management across the Pacific Northwest within the education sector. Since 2020, she has also been actively involved in real estate acquisition and residential property management throughout California, further strengthening her understanding of real estate and investment planning strategies.

A graduate of the University of California, Santa Barbara, with honors and a degree in Business Economics, Carla holds both a California CPA license and a California real estate license. Born and raised in the San Francisco Bay Area, she enjoys exploring new restaurants, attending local music and community events, staying active through fitness classes and hiking, and traveling the world.