Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Wealth Preservation Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • B.A., 1990, Marketing/Advertising, Cal Lutheran University, Thousand Oaks, CA

Interests

  • I love spending time with my famiy and being outdoors -- flyfishing, wakeboarding and hiking the trails above Torrey Pines State Beach.

Community participation

The Friedemann family is actively involved in the Penasquitos Lutheran Church.

Carl currently serves on the Church Council as Treasurer.

Awards & recognition

  • Ameriprise Circle of Success, 2007