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 and the National Association of Personal Financial Advisors (NAPFA).
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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