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Carl Carlson is the CEO and Founder of Carlson Financial, a position held since January 1998, and the Owner and President of Carlson & Company Financial Services, LLC, since January 2007. This firm specializes in wealth management and financial planning, adhering to a fiduciary standard which prioritizes client interests. Carl Carlson focuses on assisting clients aged 55 to 75 with retirement planning. Carl Carlson earned a Bachelor’s Degree in Finance from the University of Houston between 1985 and 1987.