Quinn Carlsen
Financial Advisor
CFP®
Quinn Carlsen is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Sacramento, California-based offices. Born and raised in Northern California, Quinn holds a bachelor’s degree in Economics from the University of California, Davis, where he also lettered in Golf as a member of the Aggies’ NCAA Division I golf team. Always an athlete, he brings a steadfast focus to his advisory work, believing that success—whether in investing or athletics—comes down to discipline, adaptability, and understanding risk. A resident of East Sacramento, Quinn enjoys reading, staying fit, and playing tennis in his spare time.
My clients can expect a true partnership where their needs, values, and aspirations are at the center of every decision. I begin with a conversation about their goals—what they want to achieve, the role money plays in their life, and the key financial milestones ahead. Then, together, we create a clear, actionable plan designed to consider not only their immediate needs but also their long-term objectives. And this goes beyond just crafting investment strategies. I’m committed to helping my clients improve investment efficiency by exploring ways to minimize costs and optimize returns; we dive deep into tax planning, seeking opportunities to reduce liabilities and maximize savings; and estate planning is also addressed, helping to ensure their wealth is protected and seamlessly transferred in a way that aligns with their wishes.
This planning process is dynamic and proactive, with ongoing adjustments as life and the financial landscape evolve. As a resource and partner, I’m there every step of the way, offering tailored solutions and creative strategies to navigate an ever-changing financial landscape.
Partnership is at the core of my approach, built on trust, strategy, and forward-thinking guidance. The attention to detail required to craft personalized financial plans is something I truly appreciate—it’s not just about numbers, but about aligning strategies with what matters most to each client. I thrive on delivering solutions that are as unique as the individuals I work with. Every challenge presents an opportunity for innovation, and that keeps me motivated every day to help my clients move forward with confidence.
What I enjoy most about being a financial advisor is the opportunity to build deep, lasting relationships with my clients. It's incredibly rewarding to watch them achieve milestones and make meaningful progress toward their goals.
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