CARLSON
FINANCIAL
ADVISORY, LLC
Carlson Financial Advisory is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.
Our Name
We wanted our name to be familiar to our clients and reflect our valued reputation as a proven financial expert. We feel fortunate to live in the Pacific Northwest because of the wonderful people, the variety of seasons, and the beautiful scenery and environment. We are thankful to live, work and play in such a wonderful location of our country and are surrounded by clients, friends, family and neighbors who are enjoying the journey along with us.
We Are...
Todd Carlson, CPA/ABV, CFF, Series 65
Principal/Founder
Todd A. Carlson is a well known financial expert in the Pacific Northwest. He has been active in public accounting for over 30 years in the Spokane area. Todd received a Bachelor of Science degree in Accounting from Pepperdine University in 1992.
Throughout Todd’s professional career he has accumulated numerous clients that have followed his practice. He has become a trusted financial partner with his clients and he continues to provide additional financial services as needed and desired by his clientele.
Todd focuses on customer service by providing a professional yet personal engagement with his clients. He is very knowledgeable of the needs of his clients from the early stages of financial planning through retirement phases. He aids his clients by helping them avoid common financial mistakes, advising them on important tax issues affecting them, and providing them a pathway to enhance their income and obtain improved protection for their financial future.
In addition to his proven tax and financial planning practice, Todd is a certified business valuation expert specializing in valuation and financial issues surrounding litigation proceedings. He has provided valuation and related services for the past 25 years.
Mr. Carlson’s practice provides financial consulting services for the following purposes: individual and company retirement programs, short and long term financial planning, financial consulting services and objectives, estate planning, investment solutions, and asset accumulation and allocation. His firm also provides business valuation services for the following purposes: marital dissolution, valuation of goodwill, economic loss, asset tracing, buy-sell transactions, estate and gift tax, income taxes, and forensic accounting.
You may wonder what the letters behind Todd’s name refer to. Most people know CPA or Certified Public Accountant. ABV is Accredited in Business Valuation. CFF is Certified in Financial Forensics. Todd also maintains a Series 65 Investment Advisor license in Washington, Idaho and California.
Todd is an devoted family man and avid outdoors adventurer always incorporating fresh air into his activities. He is a dog person.
Sharon Carlson, PE
Marketing & Development
Although Sharon has a degree in Civil Engineering, she enjoys working side by side with her husband Todd to help them succeed as life and financial coaches. Otherwise known in the office as the networker, Sharon’s charm and willingness to talk to anyone and everyone has been key to building our large local client base.
Despite her fondness for chit chat, Sharon still enjoys her quiet time at night reading.
Let's Meet
“We're a small and successful consultancy. We look forward to meeting you and your friends and family and helping you define your goals, develop solutions - and realize them! So what are you waiting for? Let's meet!"
Todd Carlson
Principal
Carlson Financial Advisory, LLC
Carlson Financial Advisory, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.