Irvine • Dallas • Houston

Carissa Adams

Carissa Adams

Paraplanner/Marketing Associate

Carissa Adams graduated from the Canfield Business Honors Program at The University of Texas at Austin in 2020 with a degree in marketing. She joined WealthWise Financial Services following her graduation and is committed to a career in the financial services industry. As the Paraplanner and Marketing Associate, Carissa focuses on servicing clients, assisting with financial planning and leading the marketing efforts. She holds her FINRA Series 7 and 66 registrations through LPL Financial and achieved the Accredited Investment Fiduciary (AIF) Designation.

In her free time, Carissa is most likely teaching yoga, exploring the city, or spending time with family. She is also passionate about serving the community through her involvement with the Junior League of Dallas.

Call: (949) 748-1177