Quinn Carlsen
Folsom, CA
Verified Identity
Financial Advisor at
Allworth Financial
Years of Experience
6 years
Member Since
2024
Allow Me to Introduce Myself
Quinn Carlsen is a CERTIFIED FINANCIAL PLANNER™ professional working with clients in Allworth’s Sacramento, California-area offices.
Born and raised in Northern California, Quinn holds a bachelor’s degree in Economics from U.C. Davis, where he also lettered in Golf as a member of the Aggies’ NCAA ...
Clientele
High Net Worth Individuals
Startup Employees
Tech Employees
Professional Athletes
Inheritors
Services Provided
Tax Planning
Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
Wealth Accumulation ...
High Net Worth Planning
College Planning
Tax Minimization Inv...
Equity Compensation
Cash Flow Analysis
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
University of California, Davis
Economics
Obtained in 2019
University of California, Los Angeles
Certified Financial Planning Program
Obtained in 2019
Previous Work Experience
Allworth Financial
Managing Director, Financial Advisor
2019 - Present
Advisor Links
Disclosures and Proof of License
SEC Profile
Advisor Disclosure
Advisory services offered through Allworth Financial, a Registered Investment Advisor
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Profile Last Updated: August 21, 2025