CAROL BATES
Private Wealth Advisor
Strategic View Advisors
Carol Bates has been in the finance industry for almost two decades and brings with her extensive experience in financial planning, investment management and client advising. She graduated from Cal Poly, San Luis Obispo, with a M.S in business administration and a concentration in finance. She is a passionate advocate for client education, applying her depth of expertise to the center of every client interaction.
In addition to her responsibility of providing advice and guidance to Strategic View Advisor’s clients, Bates also sits on several committees, including the financial planning and investment committees, and contributes to the broader organizational strategy as a strategic partner of the firm.
