Sandra B. Carlson,  CFP<sup>&reg;</sup> - Financial Advisor

Sandra B. Carlson, CFP®

CPA, CDFA™

Director of Financial Planning & Wealth Advisor

Waverly Advisors

2150 Park Drive
Charlotte, NC 28204
FINANCIAL ADVISOR'S WEBSITE
(980) 475-3045

General

Sandra Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waverly Advisors in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Employee Benefits, Retirement, Personal Taxes

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