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 Division I golf team. “Very much like financial planning, playing golf teaches you to focus on the moment in pursuit of a positive future outcome,” he said. “There is nothing I like more than working with a person to create a personalized, step-by-step financial plan that helps them reach their investment and retirement goals.”
A resident of East Sacramento, in his spare time Quinn enjoys playing tennis and basketball.
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Specialties and Expertise
6
Wealth Accumulation and Preservation Strategies
High Net Worth Planning
College Planning
Tax Minimization Investment Strategies
Equity Compensation
Cash Flow Analysis
Clientele
5
High Net Worth Individuals
Startup Employees
Tech Employees
Professional Athletes
Inheritors
Credentials and Designations
1
Certified Financial Planner™
Education
2
University of California, DavisEconomicsYear Obtained: 2019
University of California, Los AngelesCertified Financial Planning ProgramYear Obtained: 2019
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