Experience Makes all the difference

The La Jolla Wealth Management Group offers a depth of knowledge and experience which exemplifies our commitment and passion to our practice. We approach each relationship with the highest degree of integrity and confidentiality, a hallmark of the way we do business. Through our Wealth Management Process, we serve as a life-long partner for our clients along the difficult road to continued and future financial success.

 

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858-947-5981

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Carolyn Eirich

Senior Client Service Associate
858-947-5968

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Carolyn has 20 years of experience in the financial services industry; first at Merrill Lynch and then at UBS. Carolyn is responsible for managing the team's day-to-day operations and is the point of contact to resolve client's issues and requests.  With her extensive knowledge, she is able to help clients navigate life's major transitions such as a marriage, birth of a child or death of a spouse. 

Carolyn holds her Series 7 & and 66 securities licenses.

Outside of the office, Carolyn enjoys gardening, traveling, and spending time with her family on the beach.