William N. Carlson,  CFP<sup>&reg;</sup> - Financial Advisor

William N. Carlson, CFP®

Managing Partner

Fog City Advisors, LLC

1766 Terrace Drive
Belmont, CA 94002
FINANCIAL ADVISOR'S WEBSITE
(650) 508-2020

General

William Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fog City Advisors, LLC in Belmont, CA and the surrounding communities.

Financial Advisor Overview

Fog City Advisors, LLC is a fee-only financial and tax planning firm. We use an all-inclusive, tax-focused approach to design a strategy together that involves all aspects of your finances. We provide value for your money, no product sales, and an open-door policy with our process of regular, ongoing review of key financial areas.

We specialize in the following areas:

Skillful Tax Planning

Worry-Free Retirement Planning

Coordinated Investment Advice


Learn more about us on our website:
www.fogcityadvisors.com

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Financial Advisor Experience

Bill has been working with families and small business owners to achieve their financial goals since 1992.

His degree in psychology, his California Real Estate Broker license, and his Certified Financial PlannerTM certification have given him a broad background of skills that guide our clients through the complicated (and emotionally fraught) world of finance and planning for future security.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CA Real Estate Broker

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Life Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources