Meet Karl V.
Karl has devoted over 35 years to delivering financial planning and investment advisory services to individuals, families, and family-owned businesses. Prior to his affiliation with Carson Wealth, Karl founded Strategic Wealth Partners, LLC, an independent wealth management firm located in Doylestown, PA. Nestled between Philadelphia and New York City, Strategic Wealth Partners served clients in the greater Delaware Valley and nationwide since its beginning in January of 2006.
Karl majored in Economics and Accounting (BA) at Ohio Wesleyan University and was awarded the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) by The American College in Bryn Mawr, PA in recognition of the completion of graduate-level coursework study in estate, financial, retirement, insurance and tax planning.
Throughout his career, Karl has served clients through nationally recognized wealth management firms, including Mellon Trust, Pitcairn Trust Company and Lincoln Financial Advisors, Inc. His focus has always been in helping clients define, prioritize and pursue the financial outcomes that they hope for.
