David Carlson, CFP®, MBA Sound Investment Management, LLC

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About David Carlson, CFP®, MBA

David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional. David is dedicated to giving his clients exceptional wealth management services. His seasoned wise counsel coupled with his genuine care for his client’s well-being differentiates him among other advisors.

David has over twenty-five years of experience in a diversified background of financial planning, investment oversight, estate planning, philanthropic planning, foundation administration, trust administration, corporate finance, and real estate. David graduated from the University of Southern California Marshall School of Business in Los Angeles, California where he earned a Master of Business Administration (MBA) degree specializing in finance and investments. He also achieved the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. As a Certified Kingdom Advisor® (CKA®), biblically-wise financial advice is an important pillar in his practice. David also earned a Bachelor of Arts degree from Moody Bible Institute in Chicago, Illinois. David is a member of the XY Planning Network, Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.

Outside of work, David enjoys traveling, outdoor activities, and spending time with his wife and their three children.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Christian Faith Based
  • Retirement Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options:

  • AUM: 0.95%

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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