Broker Check
Eric. P. Carlson, CFP®, ChFC®, CPCU®

Eric. P. Carlson, CFP®, ChFC®, CPCU®

Partner and Financial Planner

Eric has over 30 years of experience in the financial services industry. After graduating with honors from the University of Florida, he worked as a commercial property & casualty insurance agent with a large regional firm out of Savannah, GA. After several years, he left the industry to pursue a passion for investment and insurance planning. He joined Northwestern Mutual as a Financial Representative/Advisor where he worked for over 13 years, developing a broad base of experience and clientele. In 2014, he left Northwestern Mutual to become a founding partner of Signature Wealth Advisors, LLC.

Eric maintains life and health, property and casualty, and Series 6, 63 and 7 securities licenses in several states. He holds the Certified Financial Planner (CFP) Professional, Chartered Financial Consultant (ChFC) and Commercial Property & Casualty Underwriter (CPCU) designations. Eric is active in several local organizations and serves on the Orlando Board for the Association of Corporate Growth (ACG). He is an active member Saint Margaret Mary Catholic Church in Winter Park. Eric is married to Sarah, a graduate of the University of Georgia and a senior development manager for the American Cancer Society. They enjoy travel, college football and the company of friends and family.