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portrait of Wes Carlson
FINANCIAL ADVISOR

Wes Carlson

CFP®, AAMS™
300 James Way Suite 180, Pismo Beach, CA 93449opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Wes

I began my career as an Edward Jones financial advisor in 2012. While serving my clients, I've taken on many regional leadership roles including field trainer, new financial advisor leader, field trainer leader and performance leader. I value personal relationships based on a deep understanding of your unique financial needs. I will develop a solutions-based approach tailored to your individual goals and will meet with you regularly to help keep you on track.

In order to help assist my clients further, I have obtained both the CFP® certification and AAMS™ designation.

I received a bachelor's degree in finance, real estate and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Charitable Giving

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • California St Poly Univ-PomonaBachelor of Science

Personal Interests

  • Golfing
  • Hiking
  • Volunteering
  • Baking
  • Reading

Team Members

  • Andrea Smith
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(805) 773-9292

Fax

(888) 225-4361

Office Address

300 James Way Suite 180
Pismo Beach, CA 93449opens in a new window

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