Holistic Financial Planning
About the Financial Advisor
Carl is the Co-Founder of the 401 Group at Focus Financial. He seeks to meet his client’s unique financial objectives through efficient and effective financial planning and investment management.
Carl focuses on serving retirees, successful individuals, business owners, and their businesses in Minneapolis, MN.
Carl and his team serve their clients by helping them by providing holistic wealth management services, including financial planning, investment management, tax consulting, executive compensation and retirement & estate planning services to their private clients. Additionally, they provide retirement plan design and ongoing plan management to both small and large businesses.
Education and Designations
- University of Minnesota, Bachelor’s Degree, Finance and Political Science
- CFA® – Chartered Financial Analyst
- CFP® – CERTIFIED FINANCIAL PLANNER™
Carl keeps active by regularly running, biking, cross-fitting, traveling, and enjoying quality time with friends and family. He has served as the President of the Tangletown Neighborhood Association Board, and regularly volunteers with local non-profit organizations in the Twin Cities area. Carl and his wife, Andrea, live in the Linden Hills area of Minneapolis and have two daughters, Ramona and Camila, and a dog, Tito.