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Bill Carlson, Cfp® Email & Phone Number
Treasurer
at
Big Wave Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Who is Bill Carlson, Cfp®? Overview
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Quick answer
Bill Carlson, Cfp® is listed as Treasurer at Big Wave Group, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Bill Carlson, Cfp®.
Bill Carlson, Cfp® holds Bachelor'S Degree, Psychology from San Diego State University-California State University.
Company email context
Email format at Big Wave Group
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Big Wave Group
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Profile bio
About Bill Carlson, Cfp®
Bill is a Certified Financial Planner (CFP) and Founding Partner of Fog City Advisors, and has been working with Bay Area families and small business owners to achieve their financial goals since 1992. Fog City Advisors, LLC is a fee-only financial and tax planning firm. We use an all-inclusive, tax-focused approach to design a strategy together that involves all aspects of your finances. We provide value for your money, no product sales, and an open-door policy with our process of regular, ongoing review of key financial areas.We specialize in the following areas:Skillful Tax PlanningWorry-Free Retirement PlanningCoordinated Investment AdviceLearn more about us on our website: www.fogcityadvisors.com
Current workplace
Bill Carlson, Cfp®'s current company
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2 roles
Bill Carlson, Cfp® work experience
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Treasurer
CurrentThe Big Wave Project has closed $12.5 in funding through Local Initiatives Support Corporation (LISC, subsidized in part by Facebook) to build housing for 40 Bay Area adults with special needs in Princeton Harbor just north of Half Moon Bay. Plans are to construct the residence late this year, using Swenson Builders, a well-known three-generation family run Bay Area builder who has built condos, senior living communities and hotels around the Bay Area. We still have a few memberships open so please spread the word. Thanks to everyone who helped support this project to build much needed housing for this vulnerable community!
Jun 2022 - Present
1 education record
Bill Carlson, Cfp® education
FAQ
Frequently asked questions about Bill Carlson, Cfp®
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What company does Bill Carlson, Cfp® work for?
Bill Carlson, Cfp® works for Big Wave Group.
What is Bill Carlson, Cfp®'s role at Big Wave Group?
Bill Carlson, Cfp® is listed as Treasurer at Big Wave Group.
Where is Bill Carlson, Cfp® based?
Bill Carlson, Cfp® is based in San Francisco Bay Area, United States while working with Big Wave Group.
What companies has Bill Carlson, Cfp® worked for?
Bill Carlson, Cfp® has worked for Big Wave Group.
How can I contact Bill Carlson, Cfp®?
You can use AeroLeads to view verified contact signals for Bill Carlson, Cfp® at Big Wave Group, including work email, phone, and LinkedIn data when available.
What schools did Bill Carlson, Cfp® attend?
Bill Carlson, Cfp® holds Bachelor'S Degree, Psychology from San Diego State University-California State University.
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