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Makayla Carlson, Financial Planning Intern | Embrace Wealth Management

Makayla Carlson

Financial Planning Intern

Makayla Carlson is our newest Financial Planning Intern at Embrace Wealth Management. She grew up in Sonoma County and is now a senior at California State University, Chico, majoring in Business Finance. She's also working toward the university's Financial Planning Certificate and expects to finish the certificate and graduate in spring 2027.

Makayla's interest in finance began with a simple curiosity: how do people invest and build financial success over time? When she discovered Chico State's Financial Planning Certificate in her sophomore year, that curiosity turned into a clear career goal: helping people make confident decisions about their money while building lasting client relationships.

She's taken that goal beyond the classroom. As a member of Chico State's Investors Club, she attends weekly meetings to hear guest speakers and analyze investments. In 2026, she attended the FPA NorCal Conference in San Francisco, where she met practicing financial planners and saw the profession up close. She's also an active member of Sigma Kappa and served on its Standards Council, helping uphold the chapter's values and expectations.

Along the way, Makayla has built strong people skills through several years of customer-facing work. In sales roles at Anytime Fitness and Marshalls, she welcomed new and returning customers, answered account questions, and built positive relationships. At Paradise Pet Resorts, she looked after the safety and well-being of every dog in her care, helped at the front desk, and led other team members. These roles sharpened the attention to detail, organization, and leadership she now brings to Embrace Wealth, where she supports our planning and client-service work under advisor supervision.

Most mornings, you'll find Makayla out for a walk with music or her favorite show, The Mel Robbins Podcast, playing in her earbuds. She loves its focus on personal growth, from building confidence and healthy habits to developing a strong financial mindset. She brings that same growth-minded energy to our clients and team.

  • Makayla is the Financial Planning Intern at Embrace Wealth Management in Chico, California. She grew up in Sonoma County and is a senior at California State University, Chico, majoring in Business Finance.

  • Makayla is majoring in Business Finance at California State University, Chico, and is working toward the university's Financial Planning Certificate. She expects to finish the certificate and graduate in spring 2027.

  • Makayla supports Embrace Wealth Management's planning and client-service work under advisor supervision. She brings attention to detail, organization, and leadership skills from several years of customer-facing work.

  • Makayla's interest in finance began with a simple curiosity: how do people invest and build financial success over time? When she discovered Chico State's Financial Planning Certificate in her sophomore year, that curiosity became a clear career goal: helping people make confident decisions about their money while building lasting client relationships.

  • Makayla is a member of Chico State's Investors Club, where she attends weekly meetings to hear guest speakers and analyze investments. In early 2026, she attended the FPA NorCal Conference in San Francisco, where she met practicing financial planners and saw the profession up close.