Carol Wikle

Carol Wikle is Principal at Mirador Capital Partners LP in Pleasanton, CA, where she serves on the firm’s Investment Committee and leverages over 20 years of experience in wealth management and investment planning. Her primary focus is on developing and implementing investment strategies and comprehensive financial plans for individuals, families, business owners, and institutions, facilitating collaboration with tax and legal advisors for optimal client solutions.

Carol specializes in working with business owners and families, offering expertise in simplifying complex financial situations and managing multi-asset portfolios. While specific asset classes are not explicitly listed, her roles and credentials—as a Certified Financial Planner® (CFP), Certified Investment Management Analyst® (CIMA), and Chartered Retirement Planning Counselor® (CRPC)—demonstrate her focus on equities, fixed income, and retirement planning vehicles.

Before joining Mirador Capital Partners, Carol was an Associate Vice President with The Garman Group at Morgan Stanley and began her financial career at Merrill Lynch. She started her professional journey as a business owner and Chief Financial Officer for 16 years. Carol earned her degree from California State University East Bay and has been recognized for her community leadership, including serving as President of the Castro Valley Rotary Club and board positions with local nonprofits.