Broker Check
Carisa Bertrand, AWMA®

Carisa Bertrand, AWMA®

Accredited Wealth Management Advisor (St. George, UT)

Carisa married her best friend, Josh in 2016. They moved from their hometown of Tooele, Utah in search of warmer weather and made their home in Saint George. Carisa enjoys spending time with her husband and their cute corgi pup. She is the proud aunt of 7 nieces and 5 nephews. Carisa enjoys traveling, hiking, camping under the stars, and watching crime TV shows.

Throughout her career, Carisa has empowered hundreds of individuals and families to improve their finances. Whether you are planning for your child’s education, need a comprehensive investment strategy, or help securing a comfortable retirement - Carisa will be there to guide you each step of the way!

Business Philosophy

Carisa believes in taking a human first approach. She enjoys getting to know her clients and learning about their unique needs, goals, and their "why". Carisa focuses on educating and empowering her clients to confidently make decisions they feel are best for themselves and their family. Carisa crafts a detailed plan for each client incorporating their unique set of circumstances. She focuses on helping her clients take actionable steps to improve their relationship with money by searching for tax efficient investments, assisting with social security claiming strategies, identifying insurance solutions to protect clients' assets and recommending strategies to potentially grow clients' wealth.

Qualifications & Licensing

  • Accredited Wealth Management AdvisorSM
  • Securities licenses including: Series 6 (SIE), 63, 65, 7
  • Life, Health, and Accident Insurance License
  • Notary Public
  • Bachelor's degree from Southern Utah University

Areas of Focus

  • Holistic Financial Planning
  • Wealth Management Solutions
  • Human First Financial Advice 

Memberships & Organizations

  • St. George Area Chamber of Commerce
  • Young Professionals of St. George