Shari Carlson

Shari Carlson Email and Phone Number

Financial Advisor @ Unity Wealth Strategies
Shari Carlson's Location
Colorado Springs, Colorado, United States, United States
Shari Carlson's Contact Details

Shari Carlson personal email

n/a
About Shari Carlson

In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. I help clients make informed decisions for about their financial future. It is not about saying what to do, it is about providing tools and being a cheerleader for financial success.

Shari Carlson's Current Company Details
Unity Wealth Strategies

Unity Wealth Strategies

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Financial Advisor
Shari Carlson Work Experience Details
  • Unity Wealth Strategies
    Financial Advisor, Ceo
    Unity Wealth Strategies Sep 2024 - Present
    Colorado Springs, Colorado, United States
    We pride ourselves on offering personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate your financial journey with confidence. After 5 years of being an advisor with other firms, I am proud to have started Unity Wealth Strategies. We are a woman owned and operated fee only financial planning and investment management firm.
    View
  • Creative Financial Services Inc
    Financial Advisor
    Creative Financial Services Inc Mar 2022 - Sep 2024
    Colorado Springs, Colorado, United States
    View
  • Mutual Of Omaha Advisors
    Financial Advisor
    Mutual Of Omaha Advisors Feb 2019 - Jan 2021
    Colorado Springs, Colorado
    View
  • Vectra Bank Colorado
    Relationship Banker
    Vectra Bank Colorado Oct 2012 - Feb 2019
    Colorado Springs, Colorado Area
    As a relationship banker my focus is to develop and expand customer relationships. I tend to the banking needs that go beyond deposits and withdrawals, such as processing loans, opening accounts, and resolving client problems. I work with individuals and business owners.
    View

Shari Carlson Skills

Financial Planning Customer Experience Life Insurance Iras Health Psychology Mental Health Time Management Microsoft Word Social Psychology Adolescent Health Research Microsoft Office Team Oriented Highly Detail Oriented Organizational Behavior Powerpoint Relationship Management Cash Handling Experience 10 Key Customer Service Microsoft Excel Teamwork Banking Deposits Data Entry Credit Sales Cash Management Retail Banking Risk Management Outlook Cross Selling Retail Accounts Payable Credit Cards Forecasting Telephone Skills Training Inventory Management Critical Thinking Money Inventory Control Customer Focused Service Data Analysis Multi Line Phone Clerical Skills Hospitality Phone Etiquette Schedules Fast Paced Non Profit Volunteering Nonprofit Organizations Non Profit Boards Fundraising

Shari Carlson Education Details

Frequently Asked Questions about Shari Carlson

What company does Shari Carlson work for?

Shari Carlson works for Unity Wealth Strategies

What is Shari Carlson's role at the current company?

Shari Carlson's current role is Financial Advisor.

What is Shari Carlson's email address?

Shari Carlson's email address is sh****@****ank.com

What schools did Shari Carlson attend?

Shari Carlson attended Regis University, Regis University.

What are some of Shari Carlson's interests?

Shari Carlson has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Science And Technology, Human Rights, Arts And Culture, Health.

What skills is Shari Carlson known for?

Shari Carlson has skills like Financial Planning, Customer Experience, Life Insurance, Iras, Health Psychology, Mental Health, Time Management, Microsoft Word, Social Psychology, Adolescent Health, Research, Microsoft Office.

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