Meet The Team
The team behind First Solution Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Carl L. Walbert Senior Financial Professional
Carl is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
When Carl joined First Solution Financial, he set out with an objective to help clients eliminate as much confusion as possible in planning for a secure financial future. First Solution Financial and Carl are very diligent in helping their clients achieve their long-term financial goals. Carl believes each person is unique and that everyone should work with someone with honesty, integrity and a commitment to help make things simpler and less complicated.
Carl is a licensed financial professional and holds the Certified Senior Advisor and Certified in Long-Term Care designations. He is a member of the National Ethics Association and the National Association of Insurance and Financial Advisors and is a U.S. Marine Corps Veteran.
Carl and his wife, Doris, are the proud parents of four children: Mark, David, Rachel and Eric.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.