Eric T. Carlson
About Eric T. Carlson
Eric T. Carlson is a Financial Representative, CLTC at MassMutual Financial Group in Denver, CO, specializing in tax-efficient estate strategies and comprehensive financial planning.
Title and Current Position
Eric T. Carlson currently holds the position of Financial Representative, CLTC at MassMutual Financial Group. He works from their branch located at 4600 S. Ulster St., Suite 1200, Denver, CO 80237. His role involves comprehensive financial planning, leveraging his expertise in tax-efficient and tax-free estate strategies.
Past Work Experience
Eric Carlson has built a substantial career with over 20 years in Fortune 500 sales. Before joining MassMutual, he worked at Independent Insurance Consultant as Sales/Business Development from 2002 to 2008. Prior to that, he served as an Industrial Sales Representative at Ryall Electric Supply for seven years from 1995 to 2002 in Colorado.
Education and Expertise
Eric studied at Western Michigan University - Haworth College of Business, where he focused on Industrial Marketing and International Business. He earned a Bachelor of Business Administration in 1992. Over his career, he has gained extensive experience in estate planning strategies, specializing in innovative planning techniques that maximize the tax code and legal doctrine.
Family Business Background
Eric grew up in a family business environment that spanned two states and included 17 different storefronts. This background has given him a unique perspective on the challenges and opportunities in business operations, which he now applies in his role at MassMutual Financial Group.
Team and Collaborative Approach
Eric works with a team of advisors and specialists who collectively bring over 171 years of experience. The team holds various licenses and designations, including Series 1,6,7,63,65,66, Life, Health and Annuity, and Certified Family Business Specialist (CFBS). They utilize a fee-based program focusing on goal-oriented planning and breaking down silos among business owners and their advisors. He coordinates trusted advisors to collaborate, ensuring comprehensive and effective planning for mutual clients.