CFP

    Quinn Carlsen

    Financial Advisor

    Allworth Financial
    Folsom, CaliforniaNo minimum minimum

    About Quinn

    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 ...

    Areas of focus

    Tax PlanningFinancial PlanningInvestment ManagementRetirement PlanningCash Flow Analysis

    Credentials & background

    Designations

    CFP

    Education

    Economics University of California, Davis (2019); Certified Financial Planning Program University of California, Los Angeles (2019)

    Clients served

    High Net Worth IndividualsStartup EmployeesTech EmployeesProfessional AthletesInheritors

    The firm

    Allworth Financial