I began my career as an Edward Jones financial advisor in 2012. While serving my clients, I've taken on many regional leadership roles including field trainer, new financial advisor leader and field trainer leader. I value personal relationships based on a deep understanding of your unique financial needs. I will develop a solutions-based approach tailored to your individual goals and will meet with you regularly to help keep you on track.
To best serve my clients, I've obtained the Accredited Asset Management Specialist™ (AAMS®) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I received a bachelor's degree in finance, real estate and law from Cal Poly Pomona in 2009. Within a few years, my wife, Faith, and I decided to leave the traffic-heavy LA county to continue our lives on the Central Coast - one of the best decisions we ever made. Currently, we live in San Luis Obispo.
During time outside of the office, my interests include volunteering for a local non profit, spending time with friends and family, hiking, golfing and analyzing stocks.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Charitable Giving
My Personal Interests
Phone NumberWesley S Carlson at (805) 773-9292
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