Quantum Solutions, Inc
Our Qualifications
Carl P Eshelman, CLU, ChFC
Experience
March 1995-Present
Quantum Solutions, Inc Issaquah, WA
President
Founding principal of registered investment advisor. Manage an individual practice specializing in providing planning and product solutions related to wealth accumulation, compensation and qualified plans, charitable giving, asset transfer strategies, income and estate tax reduction strategies, and business consulting.
1998–Feb. 2001
Quantum Asset Management, LLC Seattle, WA
Director of Marketing
Founding member responsible for developing and maintaining a national network of independent broker/dealers. Work directly with registered representatives to increase knowledge, awareness and sales of asset management products and services. A member of executive management team and investment committee.
1988–1995
The Rainier Group Seattle, WA
Sales Representative
Expanded planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Expanded range of fee-based planning strategies.
1983–1988
CIGNA Seattle, WA
Sales Representative
Developed a planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Implemented fee-based planning.
Education
BA, Business Administration, University of Washington Seattle, WA
Professional
Series 6, 65, 7, 24 & 51
CE Instructor-Certified by Washington State Ins. Commissioner