Carolyn Herzog
Questioner · DISC type cCarolyn Herzog is the Chief Investment Officer, Wealth Advisor, and Managing Member at Corvus Wealth Advisors. A Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), she previously managed approximately $1 billion in assets at Capital Group. She earned her MBA from the Haas School of Business at UC Berkeley.
Deeply involved in her San Luis Obispo community, she serves on multiple committees and boards. She lives with her daughter and enjoys outdoor activities like hiking, paddle boarding, running, and exploring tide pools.
She is the Board Chair for the French Hospital Medical Center Foundation, guiding its philanthropic and community health initiatives.
Read the full overview →How Carolyn shows up
They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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