Carl has more than 25 years of experience in the financial industry, including 10 years in wealth management and insurance. He graduated summa cum laude with a bachelor's degree in finance from the University of Houston. Carl founded Carlson Financial after becoming frustrated with the lack of honesty and transparency he saw in the financial services industry. His goal continues to be to put the client's (and not the company's) interests first. His personal mission is to maximize clients' income while protecting and preserving their nest egg. Carl is the featured financial resource for four TV stations and is a frequent speaker, covering an array of financial topics, issues and opportunit

Carl Carlson
Chief Executive Officer, Founder
Carlson Financial
United States, Virginia, Virginia Beach
About Me
Profile Information
Chief Executive Officer, Founder
Carlson Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Virginia Beach
Virginia
United States
Aug 20, 2024
Keylinks
More profiles to browse
DM
Dan Moylan
Chief Investment Officer
Alex Hammersley
Financial Advisor
Anna Carlson
Financial Advisor
RR
Ryan Rinehart
Financial Advisor
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management