Carl A. Watkins

CFP® / CDFA™ / AIF®
Principal, Director of Financial Planning
CERTIFIED FINANCIAL PLANNER™

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.

Learn More about Carl’s Perspectives & Expertise

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...

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