JOE CARLSON, CFP® + FINANCIAL PLANNER
Joe Carlson is a Financial Planner at Lutz Financial. With 1+ years of relevant experience, he specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high net-worth individuals, families and businesses. In addition, he works closely with the Sr. Portfolio Manager to monitor client portfolios and implement trade requests. He lives in Omaha, NE.
AREAS OF FOCUS
- Comprehensive Financial Planning
- Client Relationship & Account Management
- Trading Support
AFFILIATIONS AND CREDENTIALS
- Financial Planning Association, Member
- Bloomberg Certified
- CERTIFIED FINANCIAL PLANNER™
EDUCATIONAL BACKGROUND
- BSBA in Finance, University of Nebraska, Lincoln, NE
THOUGHT LEADERSHIP
Competition | Individualization | Achiever | Positivity | Woo
CONTACT JOE CARLSON
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