Karalyn Carlton is the founder and Managing Director of Carlton & Company Financial (CCF), working with investors throughout the nation. Her leadership and business acumen serve as the cornerstone for building a wealth management firm dedicated to providing a personalized approach to financial planning and investing.
Karalyn is continually focused on developing strong client relationships and leads strategic partnerships. She also heads community initiatives to advance financial education.
Over the course of 10 years as Vice President of Marketing for an independent broker-dealer, Karalyn served more than 300 financial advisors nationwide. During her tenure, she was responsible for communications, business development, marketing and practice management. Under her leadership, Karalyn earned a reputation for driving results, strengthening customer relationships and inspiring talented people to meet business objectives.
Outside of CCF, Karalyn has traveled more to than two dozen countries, practices yoga and is an adventurous foodie in search of the perfect meal. She earned her bachelor’s degree in political science and cultural history from the University of Wisconsin-Madison. She is married and the proud mother of two mostly joyous children.
Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other name entity.