Carl Davis, Financial Advisor serving the El Segundo, CA area - Ameriprise Advisors

Carl Davis

Financial Advisor
Vice President of
Sentinel Wealth Advisory Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 17 reviews

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.​

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.​

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.
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Honored to be recognized in Forbes

I’m thrilled to share that Sentinel Wealth Advisory Group has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

My videos

7 videos
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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Exceptional Client Satisfaction
Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

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Personalized financial advice based on my goals
Personalized financial advice based on my goals

Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)

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Recommended by over 9 out of 10 clients
Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

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Advice to Help Reach Your Goals
Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

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Will my family be OK?
Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.
Refer me
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)