Shari Carlson

Financial Advisor

Role: Financial Advisor, CEO at Unity Wealth Strategies
Location: Colorado Springs, CO, US
LinkedIn followers: 500 followers

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About Shari Carlson

In the pursuit of your financial goals, it’s important to identify priorities, understand…

Experience

Financial Advisor, CEO
Unity Wealth Strategies
Feb 2020 — Present · Colorado Springs, CO, US
We pride ourselves on offering personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate your financial journey with confidence. After 5 years of being an advisor with other firms, I am proud to have started Unity Wealth Strategies. We are a woman owned and operated fee only financial planning and investment management firm.

Education

Regis University
Master’s Degree, Non-Profit/Public/Organizational Management
2018 — 2021
Regis University
Bachelor's Degree, Applied Psychology
2012 — 2014

Skills

Data Entry
Nonprofit Organizations
Deposits
Forecasting
Credit
Schedules
Fast-Paced
Teamwork
Credit Cards
Highly Detail Oriented
Inventory Management
Phone Etiquette
Adolescent Health
Relationship Management
Customer Service
Multi-Line Phone
Clerical Skills
Money
Non-Profit Volunteering
Cross Selling
Cash Management
Cash Handling Experience
Retail Banking
10 Key
Accounts Payable
Hospitality
Fundraising
Research
Time Management
Sales
Telephone Skills
Powerpoint
Organizational Behavior
Customer-Focused Service
Microsoft Word
Outlook
Inventory Control
Microsoft Excel
Social Psychology
Retail

Contact information

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Work email
•••••@myunitywealth.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••83

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Current company

Unity Wealth Strategies

Financial Services · 2 employees · Colorado Springs, Colorado, United States

Financial success is a journey best taken together. By working collaboratively, we help you navigate your financial journey with confidence and clarity, ensuring your goals are always at the heart of what we do. At Unity Wealth, we pride ourselves on offering personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate your financial journey with confidence. With years of experience in the financial industry, our team is committed to building lasting relationships based on trust and transparency. We’ve worked with a wide range of clients, from those taking their first steps toward financial stability to seasoned investors with more complex needs. Our focus is on understanding where you are and offering thoughtful, personalized guidance.

myunitywealth.com

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