Steve Carlsen

About Steve Carlsen

Steve Carlsen is a Managing Partner of Arise Private Wealth, an independent wealth management firm that consistently guides clients to pursue an elevated perspective.For more than 30 years, Steve has been a steady voice of reason for his clients. He understands the complexities of wealth management and how to best articulate what it means to transition through the stages of life while supporting his clients. Steve’s tenure as a wealth management advisor has touched the lives of countless individuals and their families while supporting them in accumulating their wealth, educating their children, retiring confidently and comfortably, and effectively transferring the wealth of his clients to their families and valued organizations. Steve’s passion for life is contagious. He brightens the lives of his clients and their families with his unwavering commitment to them and their future. His passion for life goes beyond his service to his clients, and transcends to his affinity for surfing. He has traveled extensively, in pursuit of the world’s best waves in addition to his regular weekend sessions and occasional mid-week “board meetings” at local breaks. Steve is a Chartered SRI Counselor® (CSRIC®), a designation he earned from the College for Financial Planning. He earned his Bachelor of Arts in Development Studies at the University of California Berkeley, where he also competed as a varsity gymnast and remains an avid supporter of the gymnastics party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Steve Carlsen is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'See Contact Info\' section. CA Insurance License: 06•••94

Experience

1. Managing Partner

   Arise Private Wealth

   Jun 2021 — Present · Rolling Hills Estates, CA, US

   Your wealth is more than a monetary value, it’s the tangibles and intangibles that have intrinsic value to who you are, who you’re becoming, and how you plan to be remembered. At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.

Education

• University of California, Berkeley

  Bachelor of Science - BS, Development Studies

• University of California, Berkeley

  Bachelor of Arts (BA), Development Studies

  1979 — 1984