Carolyn Herzog

Carolyn Herzog

Carolyn Herzog is the Founder and President of Compass Financial Planning, a San Luis Obispo-based financial advising firm. She has over 15 years of financial services experience.  Prior to moving to San Luis Obispo in 2014, Carolyn was Vice President at The Capital Group Companies where she managed approximately $1 billion of assets across various American Funds mutual funds.

Carolyn has an MBA from the Haas School of Business at UC Berkeley and a BA in Philosophy and Economics from Tufts University.  She is also a Chartered Financial Analyst (CFA) charter holder.

Carolyn feels fortunate to be a part of the wonderful San Luis Obispo community. She has taught courses as an Adjunct Professor at the Orfalea College of Business at Cal Poly and is also a member of SLO Seed Ventures.