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
AC
Anna Carlson
Financial Advisor
Robert Barton
Investment Advisor Representative
MW
Marissa Waldron
Financial Advisor
Alex Hammersley
Financial Advisor
You Might Like
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University