Sandra B. Carlson,  CFP<sup>&reg;</sup> - Financial Advisor

Sandra B. Carlson, CFP®

CPA, CDFA™

President & Wealth Advisor

521 E. Morehead Street, Suite 580
Charlotte, NC 28202
FINANCIAL ADVISOR'S WEBSITE
(980) 475-3045

General

Sandra Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Employee Benefits, Retirement, Personal Taxes

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Helpful Financial Planning Resources