Our Qualifications
Carl P Eshelman, CLU, ChFC
Experience March 1995-Present
| Quantum Solutions, Inc Issaquah, WA President Founding principal of registered investment advisor. Manage an individual practice specializing in providing planning and product solutions related to wealth accumulation, compensation and qualified plans, charitable giving, asset transfer strategies, income and estate tax reduction strategies, and business consulting. |
1998–Feb. 2001 | Quantum Asset Management, LLC Seattle, WA Director of Marketing Founding member responsible for developing and maintaining a national network of independent broker/dealers. Work directly with registered representatives to increase knowledge, awareness and sales of asset management products and services. A member of executive management team and investment committee. |
| |
1988–1995 1983–1988
| The Rainier Group Seattle, WA Sales Representative Expanded planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Expanded range of fee-based planning strategies. |
CIGNA Seattle, WA Sales Representative Developed a planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Implemented fee-based planning. | |
Education | BA, Business Administration, University of Washington Seattle, WA |
Professional |
Series 6, 65, 7, 24 & 51 CE Instructor-Certified by Washington State Ins. Commissioner |