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Carl Carlson

Chief Executive Officer, Founder

Carlson Financial

United States, Virginia, Virginia Beach

About Me

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

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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

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