Carl is a CFA® (Chartered Financial Analyst) charter holder, and a CFP® (Certified Financial Planner) licensee. He is responsible for the overall asset management duties of the firm – including security analysis, asset allocation, and portfolio trading. Carl is also responsible for financial planning, including gathering client data, clarifying goals/values, analyzing current financial situations, and creating custom Financial Plans.
Carl has previous experience as a portfolio manager, financial planner, financial newsletter editor, tax preparer, and corporate accountant. He has taught a cash flow analysis class in UC Irvine’s Personal Financial Planning certificate program and a small business financing course at Pepperdine University’s Graziadio School of Business and Management in Pepperdine’s MBA program. Carl graduated from the University of Southern California with a Bachelor of Science degree in Business Administration, and is also a member of the CFA Institute.
In his spare time, Carl enjoys reading, travel, tennis, gardening, and looking after his pets with his wife Carol. E-Mail: firstname.lastname@example.org
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