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.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

Read more