Carl Ermelbauer, CFP®, AIF® focuses on providing best-in-class service to clients. Born and raised in Calgary, Carl now enjoys the warm, sunny climate of Los Angeles. In his role as a Wealth Advisor for WealthSource, Carl serves clients locally in Thousand Oaks, as well as across the U.S.
Carl chose to become a financial advisor because he was drawn to the puzzle-like nature of helping clients identify their goals and determine a clear path toward achieving them. With a focus on retirement and estate planning, client education, and risk management, Carl works with clients across diverse backgrounds and financial needs. He is relentless in his delivery of personalized financial planning, ensuring he understands each individual's unique needs and goals. He then works to translate those objectives into concrete, action steps.
Working with clients to navigate the complicated world of personal finance, Carl empowers clients to understand how they can achieve their goals efficiently and confidently. Carl is passionate about continuous improvement and has seen WealthSource grow to better serve clients each and every day.
Before joining WealthSource, Carl led the financial planning team at American Financial Network Advisory Services, LLC (AFN). In 2019, Carl received the Accredited Investment Fiduciary® designation which focuses on empowering investment professionals to serve clients' best interests. Prior to joining AFN, Carl prepared comprehensive financial plans for a Wall Street advisor. It was during his time in New York that Carl decided to pursue the CFP® designation. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Carl has received rigorous training in personal finance and is committed to upholding the designation's strict fiduciary standard.
Carl graduated from Queen’s University, in Kingston, Ontario in 2010.
In addition to living in places like Los Angeles, New York, and Canada, Carl spent three years in Qatar. His time in each of these places has led to a love for international travel and experiencing new cultures.
In his free time, Carl enjoys trying new restaurants, hiking, backpacking, and playing golf... at a highly amateur level. As much as he loves traveling to new places, Carl also enjoys returning home to visit his younger sister and their parents.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning and/or tax planning strategies will apply to your individual situation.