Carolyn Herzog

Questioner
DISC Type : c

Chief Investment Officer, Wealth Advisor and Managing Member at Corvus Wealth Advisors

San Luis Obispo, California, United States

Overview

Carolyn 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.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

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.

Topics They Care About

Investment Management
As Chief Investment Officer, she has over 15 years of experience in the financial services industry, including managing ~$1 billion in assets at Capital Group.
Community Healthcare
Serves as the Board Chair for the French Hospital Medical Center Foundation, raising awareness and funds to enhance local healthcare facilities and technologies.
Holistic Financial Planning
Co-founded her firm to provide clients with a customized and comprehensive approach to their financial lives, emphasizing long-term relationships.

Media Appearances

Carolyn has no verified media appearances

Work History

1-2021
Chief Investment Officer, Wealth Advisor and Managing Member at Corvus Wealth Advisors
3-2016 - 3-2021
President & Founder at Compass Financial Planning, LLC
3-2015 - 6-2016
Lecturer at California Polytechnic State University
8-2007 - 12-2014
Vice President at Capital Research
8-2002 - 4-2005
Portfolio Associate at Putnam Investments

Education

2005 - 2007
MBA from University of California, Berkeley, Haas School of Business
9-1994 - 5-1998
BA from Tufts University

More Information

Social Presence :

Prographics :

Exp : 22 Location : San Luis Obispo, California, United States Job Level : Leadership Designation : Chief Investment Officer, Wealth Advisor and Managing Member at Corvus Wealth Advisors
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Insights For Selling To Carolyn

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carolyn is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Carolyn

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Carolyn move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Carolyn take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Carolyn

Personality Compatibility


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