Carl A. Watkins
Carl has served in the Financial Services industry since 2007. He joined Allegiant Private Advisors in 2014 as a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® designation. He works with clients to define, implement, and manage their goals and investment strategies. Additionally, as a Certified Divorce Financial Analyst® professional, Carl specializes in working with divorcees before, during, and after their divorce to coach and educate them throughout the process. A Sarasota native, Carl earned his B.S. degree at Florida State University.
Developed by economist Richard H. Thaler, mental accounting is a concept in the field of behavioral economics first introduced in Thaler's 1999 paper "Mental Accounting Matters," which appeared in the Journal of Behavioral Decision Making. The philos...
Last year a friend came to me with an unconventional "investment" question. Having won tickets to "The Big Game" through a fundraiser, they were presented with the opportunity to sell the tickets at quite a premium.They could have immediately turned ...
The "American Dream" can have many definitions, but it often entails homeownership. Owning a home is about more than just pride, it also creates an opportunity to build financial freedom. Homeowners have control over their home and build equity as th...
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
