Finplan - Headshot - Carl Ekstrom

Carl Ekstrom, CFP®

Associate Advisor

Carl Ekstrom, CFP®

Associate Advisor

About Me

I grew up in a small town outside of Stockholm, Sweden. I was born and raised there with my mother and father as well as my older sister and younger brother. My passion for hockey brought me to the U.S. where I was fortunate enough to attain a quality education and enjoy my time with the St. Norbert Men’s Hockey team. I met my wife there and together with our two children, we now reside in De Pere, Wisconsin. I’m happy to be a part of a financial planning practice that puts their clients’ interest first.

Education

Upon receiving my bachelor’s degree from St. Norbert College in 2013, I found an interest in the Financial Services industry. This led me to a career founded in eight years of experience in Financial Planning and Investment Management. I completed my CERTIFIED FINANCIAL PLANNER® certification in 2019 through the College of Financial Planning.

Role on the Team

My role in the practice is assisting the lead advisors in various tasks including financial plan preparation and delivery, investment analysis and recommendation, and wealth management analysis and recommendation.

Outside of Work

My wife, Nicole, and I enjoy spending time with our family in the U.S. as well as Sweden. We love sports through and through. Whether we are at Lambeau or in the backyard coaching my kids to play hockey, soccer, and golf, it is a big part of who we are. I fuel my competitive nature on the local golf courses and enjoy the community we call home.

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