2024 Gold Sponsor
Gold Sponsor Brian T. Carlson, CIMA®, CFP®
I collaborate with advisors in the East Bay and Marin County to find solutions that
admin
March 17, 2025
I collaborate with advisors in the East Bay and Marin County to find solutions that
My hometown is Oakland, CA and today I live in Lafayette with my amazing partner,
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
