As Lead, Wealth Advisor, Noma brings her 13+ years of experience providing advanced financial planning and wealth management counsel to Callan Capital clients. In addition to assisting clients in reaching their financial goals, she acts as the point of contact on a day-to-day basis.
Noma received a B.S. in Business Administration from Pepperdine University and her MBA from Loyola Marymount University. Noma also currently holds the CFP® designation.
Before joining Callan Capital, Noma helped provide custom wealth management solutions to high-net-worth individuals, trusts, foundations and endowments at Capital Group Private Client Services. Noma has also previously held the roles of Corporate Trust Relationship Manager and Trust Administrator at BNY Mellon.
Noma is an active member of the Junior League of Houston, where she volunteers with several nonprofit organizations, including Texas Children’s Hospital and Child Advocates. As recent transplants to Houston, TX, from Los Angeles, CA, Noma, her husband, and their two children are enjoying exploring their new home state and getting involved in the local community.