Carl J. Arrell

Carl J. Arrell, CFA, CFP®, is a seasoned Private Wealth Manager at The 401 Group at Focus Financial since January 2012, specializing in holistic wealth management, comprehensive financial planning, investment management, retirement planning, tax consulting, risk management, and estate planning for individuals, families, executives, and business owners. Previously, Carl served as a Financial Advisor at AIG Retirement Services, delivering strategic guidance for retirement plan development and asset management for clients. Earlier experience includes roles at Ameriprise Financial Services, Inc., and American Express Financial Advisors, providing investment and financial planning advice. Carl holds a BS in Finance and Political Science from the University of Minnesota and has completed the Chartered Financial Analyst program and a Financial Planning Certificate.