As a Wealth Advisor with Anchor Private Planning, Wallace Carlson enjoys guiding his clients through the challenging—and sometimes confusing—world of financial markets. He has experience assisting clients with investment management, retirement planning, and income strategies. Wallace's background as an independent insurance agent allows him to take great care in his approach of helping clients understand and manage their exposure to risk.
Wallace recognized three key traits that helped him realize financial planning would be a good fit for him. “First, I love people,” he says. “This drives me to dig deep when getting to know my clients so I can provide the best guidance for each person and family. Second, I really enjoy problem solving. For me, it’s fun to identify the challenge and then help my clients find a solution that works best for them. Finally, I want to have a significant and positive impact for those who place their trust in me. My goal is to help every family accomplish their goals so they have confidence in what they are doing and in whom they have entrusted their retirement.”
Wallace holds the designation of Chartered Retirement Planning Counselor. He has lived in the Dallas-Fort Worth area for over 20 years and enjoys spending his time outside of the office with his beautiful family and volunteering at his local church.