Finplan - Headshot - Carl Ekstrom

Carl Ekstrom, CFP®

Wealth Advisor

Carl Ekstrom, CFP®

Wealth Advisor

About Me

Raised in a small town just outside Stockholm, Sweden, I grew up in a close knit family with my parents, older sister, and younger brother. My love for hockey led me to the United States, where I combined academics and athletics as a member of the St. Norbert College Men’s Hockey team. During that time, I met my wife, and together we now raise our two children in De Pere, Wisconsin. I am proud to be part of a financial planning practice that values integrity, puts clients first, and focuses on serving families for generations.

Education

Upon receiving my bachelor’s degree from St. Norbert College in 2013, I found an interest in the Financial Services industry. I completed my CERTIFIED FINANCIAL PLANNER® certification in 2019 through the College of Financial Planning.

Role on the Team

As a Wealth Advisor, I work closely with clients to develop personalized financial strategies that align with their goals and values. I provide guidance on investment management, retirement strategies, tax-efficient solutions, and wealth preservation, helping clients navigate complex financial decisions with confidence and clarity.

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.

Ready to start your financial journey?

Schedule a meeting today.

Connect with Us

image
image