Bill Carlson, Cfp®

Bill Carlson, Cfp® Email and Phone Number

Treasurer @ Big Wave Group
California, United States
Bill Carlson, Cfp®'s Location
San Francisco Bay Area, United States
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

Bill Carlson, Cfp®'s Current Company Details
Big Wave Group

Big Wave Group

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Treasurer
California, United States
Bill Carlson, Cfp® Work Experience Details
  • Big Wave Group
    Treasurer
    Big Wave Group
    California, United States
    View
  • Big Wave Group
    Treasurer
    Big Wave Group Jun 2022 - Present
    Half Moon Bay, California, United States
    The 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!
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Bill Carlson, Cfp® Education Details

Frequently Asked Questions about Bill Carlson, Cfp®

What company does Bill Carlson, Cfp® work for?

Bill Carlson, Cfp® works for Big Wave Group

What is Bill Carlson, Cfp®'s role at the current company?

Bill Carlson, Cfp®'s current role is Treasurer.

What schools did Bill Carlson, Cfp® attend?

Bill Carlson, Cfp® attended San Diego State University-California State University.

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