David Carlson, President of Sound Investment Management, LLC (www.soundinvest.us), is a CERTIFIED FINANCIAL PLANNER™ professional. David is dedicated to providing his clients with exceptional wealth management services. His seasoned, wise counsel, coupled with his genuine care for his client's well-being, differentiates him from other advisors.David has over twenty-five years of experience in a diversified background of wealth management, investment management, financial planning, retirement planning, tax planning, protection planning, 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®) and Chartered Life Underwriter® (CLU®) designations 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 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 beloved wife and their three children.