Carson Mclean, Cfp®
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Carson Mclean, Cfp® Email & Phone Number

Founder and Lead Wealth Advisor | Altruist Wealth Management at Altruist Wealth Management
Location: Charlotte, North Carolina, United States 7 work roles 3 schools
1 work email found @dimensional.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@dimensional.com
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Current company
Altruist Wealth Management
Role
Founder and Lead Wealth Advisor | Altruist Wealth Management
Location
Charlotte, North Carolina, United States
Company size
1484 employees

Who is Carson Mclean, Cfp®? Overview

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Quick answer

Carson Mclean, Cfp® is listed as Founder and Lead Wealth Advisor | Altruist Wealth Management at Altruist Wealth Management, a with 1484 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at dimensional.com and a matched LinkedIn profile for Carson Mclean, Cfp®.

Carson Mclean, Cfp® previously worked as Regional Director at Dimensional Fund Advisors and Senior Associate at Dimensional Fund Advisors. Carson Mclean, Cfp® holds Bachelor Of Arts (Ba), Major Finance, Minor Philosophy from Loyola University Chicago.

Company email context

Email format at Altruist Wealth Management

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*@dimensional.com
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AeroLeads found 1 current-domain work email signal for Carson Mclean, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Carson Mclean, Cfp®

Carson Mclean, Cfp® is a Founder and Lead Wealth Advisor | Altruist Wealth Management at Altruist Wealth Management. They possess expertise in investments, personal financial planning, asset management, asset allocation, risk management and 1 more skills.

Listed skills include Investments, Personal Financial Planning, Asset Management, Asset Allocation, and 2 others.

Current workplace

Carson Mclean, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Altruist Wealth Management
Altruist Wealth Management
Founder and Lead Wealth Advisor | Altruist Wealth Management
Charlotte, NC, US
Website
dimensional.com
Employees
1484
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Company profile
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7 roles

Carson Mclean, Cfp® work experience

A career timeline built from the work history available for this profile.

Board Member

Current
The Sudc Foundation

Roseland, New Jersey, United States

Jan 2021 - Present

Associate Regional Director

Wells Fargo

Milwaukee, Wisconsin

Jan 2013 - Aug 2016

Financial Advisor

Morgan Stanley

Grand Rapids, Michigan, United States

May 2009 - Oct 2010
Team & coworkers

Colleagues at Altruist Wealth Management

Other employees you can reach at dimensional.com. View company contacts for 1484 employees →

RM Richard Mar Richard Mar Colleague at Altruist Wealth ManagementCharlotte, North Carolina, United States View → TH Tomoko Higashi Tomoko Higashi Colleague at Altruist Wealth ManagementJapan View → LN Lucy Nicolaou Lucy Nicolaou Colleague at Altruist Wealth ManagementLondon, England, United Kingdom View → AC Ana Claudia Silva Ana Claudia Silva Colleague at Altruist Wealth ManagementBiguaçu, Santa Catarina, Brazil View → JW Jessie Wei Jessie Wei Colleague at Altruist Wealth ManagementAustin, Texas, United States View → VG Victoria Guerra Victoria Guerra Colleague at Altruist Wealth ManagementAustin, Texas, United States View → TD Tejas Dalvi Tejas Dalvi Colleague at Altruist Wealth ManagementAustin, Texas, United States View → PF Paul Flynn Paul Flynn Colleague at Altruist Wealth ManagementAustin, Texas, United States View → AC Alicia Castelino, Cfa, Mba Alicia Castelino, Cfa, Mba Colleague at Altruist Wealth ManagementToronto, Ontario, Canada View → AM Andrew Marshall Andrew Marshall Colleague at Altruist Wealth ManagementSingapore View →
3 education records

Carson Mclean, Cfp® education

Education record

Detroit Catholic Central Hs
FAQ

Frequently asked questions about Carson Mclean, Cfp®

Quick answers generated from the profile data available on this page.

What company does Carson Mclean, Cfp® work for?

Carson Mclean, Cfp® works for Altruist Wealth Management.

What is Carson Mclean, Cfp®'s role at Altruist Wealth Management?

Carson Mclean, Cfp® is listed as Founder and Lead Wealth Advisor | Altruist Wealth Management at Altruist Wealth Management.

What is Carson Mclean, Cfp®'s email address?

AeroLeads has found 1 work email signal at @dimensional.com for Carson Mclean, Cfp® at Altruist Wealth Management.

Where is Carson Mclean, Cfp® based?

Carson Mclean, Cfp® is based in Charlotte, North Carolina, United States while working with Altruist Wealth Management.

What companies has Carson Mclean, Cfp® worked for?

Carson Mclean, Cfp® has worked for Altruist Wealth Management, Dimensional Fund Advisors, The Sudc Foundation, Wells Fargo, and Ameriprise Financial Services, Llc.

Who are Carson Mclean, Cfp®'s colleagues at Altruist Wealth Management?

Carson Mclean, Cfp®'s colleagues at Altruist Wealth Management include Richard Mar, Tomoko Higashi, Lucy Nicolaou, Ana Claudia Silva, and Jessie Wei.

How can I contact Carson Mclean, Cfp®?

You can use AeroLeads to view verified contact signals for Carson Mclean, Cfp® at Altruist Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Carson Mclean, Cfp® attend?

Carson Mclean, Cfp® holds Bachelor Of Arts (Ba), Major Finance, Minor Philosophy from Loyola University Chicago.

What skills is Carson Mclean, Cfp® known for?

Carson Mclean, Cfp® is listed with skills including Investments, Personal Financial Planning, Asset Management, Asset Allocation, Risk Management, and Practice Management.

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