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Quinn Carlsen | Financial Advisor

Profile img for Quinn Carlsen, financial advisor at Allworth Financial
Folsom, CA
Quinn Carlsen
Financial Advisor
Financial Advisor at
Allworth Financial

Verified Identity

Important Disclosures

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 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
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Certified Financial Planner™

Education

2
University of California, DavisEconomicsYear Obtained: 2019
University of California, Los AngelesCertified Financial Planning ProgramYear Obtained: 2019

Job History

1
Allworth FinancialManaging Director, Financial Advisor2019-Present
Quick Facts About Quinn
Years of Experience:6 yearsMember since:2024

Services Provided

How I help my clients

Tax Planning

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Financial Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Advisor Disclosure
Advisory services offered through Allworth Financial, a Registered Investment Advisor
Profile last updated: 05-21-2025