John Carlson

John Carlson is the President of Carlson Wealth Management, a firm based in San Diego, California. He has over 30 years of experience in the financial industry, specializing in investment strategies that aim to minimize risk without sacrificing returns. His approach emphasizes the importance of understanding and managing risk in investment portfolios, which he believes many investors underestimate.

At Carlson Wealth Management, Carlson promotes a philosophy encapsulated in the phrase "Lower Your Risk, Not Your Return." This strategy involves using proprietary technology, such as "The Bearometer," which helps identify changing market trends and allows for proactive portfolio management. The goal is to limit potential losses to a maximum of 5% during market downturns while still allowing for participation in market upturns.12

Carlson's professional background includes significant roles at various financial institutions prior to founding Carlson Wealth Management, including Wells Fargo Investments and Smith Barney. His educational background includes a Bachelor of Business Administration in Marketing from St. Bonaventure University.1