Carenna Willmont provides customized financial solutions that combine financial strategy with research into human happiness, psychology, and neuroscience, helping business owners build companies that are both financially sustainable and personally fulfilling. Through profitability analysis, goal setting, budgeting, and clear financial processes, she works closely with CEOs and business owners to create strategies that support their business success and personal goals. Carenna collaborates with tax advisors, bookkeepers, investment professionals, and estate planners to help create a cohesive financial team to optimize the decision-making process. At Willmont Financial, she believes financial management should feel positive, supportive, and judgment-free, giving business owners the confidence and clarity to make better decisions while enjoying the process. Her approach is about being intentional, following vision, aligning passion, time and money to build lives that are fulfilling. She has developed a strong sense of intuition through over 22 years of working with female founders guiding them on all aspects of their finances. Daily meditation interconnected with a significant amount of research on human happiness helps her lead CEO’s to make sound decisions.

Carenna Willmont
Founder & Chief Financial Officer

Carenna graduated with honors from UC Berkeley with a major in Political Economy of Finance and Behavioral Economics and completed the CPA education requirements through a Master’s in Accountancy at Golden Gate University, also with honors.

She previously worked with San Francisco’s KPMG’s Venture Capital and Private Equity group supporting mission-driven companies. Carenna hires top level fellow accountants to contribute on all the client financial work we do together. As a company, we focus on helping clients reach their goals and having peace of mind with finances which is why we focus on building reserves for sound decision making.