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2024 Gold Sponsor Brian T. Carlson, CIMA®, CFP®

I collaborate with advisors in the East Bay and Marin County to find solutions that fit their clients individual needs. I have been with Jackson since 2005, I have lived in Colorado, Georgia, Indiana, and the Bay Area all with Jackson. Married with two daughters, big sports fan, love movies, friends, and golf!

COMPANY HIGHLIGHT:
What makes Jackson different truly is our investment Platform with no investment restrictions when a guarantee is added to the contract. In time periods where uncertainty, volatility, and low rates exist we offer many different options.

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Join The FPA East Bay Chapter​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The mission of the Financial Planning Association (FPA) is to elevate the profession that changes lives through the power of financial planning. FPA is the premier professional organization for financial services professionals. Our Chapter, FPA of the East Bay, is an experienced and diverse group of over 300 financial planning professionals. The Chapter is governed by a volunteer Board of Directors, and supported by sponsors and committee members who work to foster a core set of values: Competence, Integrity, Relationships, and Stewardship.

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