William Carlson (CFP®)
William Carlson focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Fog City Advisors, LLC is a fee-only financial and tax planning firm based in the San Francisco Bay Area. We use an all-inclusive, tax-focused approach to design strategies with you that encompass all aspects of your finances. We provide value for your money, no product sales, and an open-door policy with our process of regular, ongoing reviews of key financial areas.
Our specialties include:
- Skillful Tax Planning
- Worry-Free Retirement Planning
- Coordinated Investment Advice
You can learn more about our process and services on our website: www.fogcityadvisors.com
Additional Information
An investment career begun early
Bill Carlson got an unusually early start on his career in finance. While his fellow third-grades spent their allowance on candy, 8-year-old Bill bought stock and a career was born.
His talents for counseling and working with people first manifested themselves in his work as an airport administrator. He soon realized that his natural aptitude for finance and counseling pointed to a career in investment management. He immediately pursued certification as a financial planner, and has never looked back.
Bill’s degree in psychology, his California Real Estate Broker license, and his Certified Financial Planner® certification have given him a broad background of skills that guide clients through the complicated (and emotionally fraught) world of finance and planning for future security.
Creating peace of mind
Bill’s strengths include taking quality-of-life questions that range from “Can we give our kids a good education?” to “Will I have to sell my home?”, and creating a real-world plan to build security. He’s able to ask perceptive questions, get a quick grasp of a complex situation, and come up with concrete recommendations. His compassionate working style, coupled with focused, and conscientious attention to client goals are great assets.
In off hours, he spends a lot of time with his family. He enjoys photography, travel, and skiing.
NAPFA Start Date
September 01, 2014
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