Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Carl Johnsen

Carl Johnsen is a Financial Advisor and Senior Portfolio Manager at UBS Financial Services.

A financial advisor since 1997, Carl started out in financial services with investment firm, Smith Barney, building a business focused on asset management with a concentration on providing “total returns” for his clients. Carl has created a practice focused on business owners and high net worth executives. He engages these families in the financial, estate, and retirement planning process. His practice is tailored to address needs throughout the various stages of life.

Growing up in Portland and Denver, Colorado, Carl graduated from the University of Portland with an Industrial Engineering degree emphasizing Business. He enjoys playing golf and traveling. Carl and his wife have five children and reside in Damascus, Oregon.

Registered States:
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Home Worker NV
Home Worker NV, NV 000
  • (503) 603-6918

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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