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
Robert Barton
Investment Advisor Representative
Marissa Waldron
Financial Planner
DM
Dan Moylan
Chief Investment Officer
Anna Carlson
Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PG
Patricia Gee
Operations
Manhattan Family Office