About My Practice
Carlson Financial Advisors is a fee-only advisory firm that offers a consultative approach to wealth management. We strive to achieve an accurate understanding of each client’s objectives, and work hard to create a custom plan with exacting attention to detail. We provide a disciplined and research-oriented investment process.
We specialize in the following areas:
and Charitable Giving
Learn more about us on our website www.carlsonadvisors.com
Carlson Financial Advisors has been helping clients make better financial decisions since 1992.
Bill’s degree in psychology, his California Real Estate Broker license, and his Certified Financial PlannerTM certification have given him a broad background of skills that will lead people through the complicated (and emotionally fraught) world of finance and planning for future security.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CA Real Estate Broker
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.