Regal Holdings
Don Carlson is a seasoned finance professional with extensive experience in leadership roles across multiple firms. Since January 2003, Don Carlson has served as a Partner at Regal Holdings and holds the position of Partner and Executive Vice President at Regal Investment Advisors since July 2010. Additionally, Don Carlson has been a Partner and President at Regulus Financial Group since January 2014. Don Carlson earned a Bachelor of Science degree in Business from Lake Superior State University between 1992 and 1997.
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Regal Holdings
Regal Holdings is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.