Carl has been in the financial services industry since 1991 and has extensive experience working with corporate executives, successful business owners, individuals and affluent families using a disciplined comprehensive approach to their unique financial situations.
Areas of experience:
- Retirement and income strategies
- Global portfolio management
- Restricted and Concentrated stock
- Trust, Estate and Insurance strategies
- Alternative Investments
Education and Licensing:
- University of Massachusetts, Amherst - Isenberg School of Management 1987-1991
- BA in Finance
- Series 7 licensed
- Series 63 licensed
- Series 65 licensed
- Life, Health and Annuity licensed
- Long Term Care licensed
- Securities agent: CA,CO,CT,DC,DE,FL,GA,IN,MA,MD,ME,NC,NH,NJ,NY,OH,PA,SC,TN,TX,VA,WA; General securities representative; Investment Advisor representative; Securities exams held through LPL Financial
“I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that aims to meet your lifestyle and legacy goals.”