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

CFP®

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

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Advisory services offered through Allworth Financial, a Registered Investment Advisor

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