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Cfp® David G. Carlson
President at Sound Investment Management, LLC
David G. Carlson, CFP®, ChFC®, CKA®, MBA, is an accomplished professional with a diverse background in financial services, holding multiple prestigious certifications.
He has a strong educational foundation, having studied at renowned institutions such as the American College of Financial Services, University of Southern California, and Moody Bible Institute.
David's professional experience includes serving as the President of Sound Investment Management, LLC, and holding leadership positions at organizations like Legacy Planners, Inc., Forest Home Foundation, and Forest Home.
With a background in finance, marketing, and real estate, David G. Carlson brings a wealth of expertise to the table and is well-equipped to provide comprehensive financial guidance to his clients.
