JaSin Carlen
Financial Advisor
APPROACH
JaSin Carlen is dedicated to informing, building, and executing strategic financial plans that help his clients pursue their long-term goals. With a deep understanding of financial markets and strategic planning, he helps high-net-worth individuals, business owners, and families navigate complex financial landscapes. His approach is centered on education, clear guidance, and actionable strategies that drive results.
JaSin believes that financial success is more than just numbers—it’s about having a well-structured plan that aligns with personal and professional aspirations. Whether it’s investment management, tax-efficient strategies, or business planning, he works closely with his clients to turn financial goals into achievable outcomes. Beyond the numbers, JaSin finds fulfillment in inspiring his clients to take control of their financial futures with confidence and clarity.
COMMUNITY
JaSin is actively involved in his community, dedicating time to coaching youth sports, including basketball, flag football, and soccer. His leadership extends beyond coaching, as he mentors young athletes and promotes teamwork and discipline. He also supports local charitable initiatives and financial education programs.
INTERESTS
A lifelong athlete, JaSin enjoys staying active through running, weight training, and mountain biking. Golf has been a passion of his since childhood, and he continues to challenge himself on the course. Outside of work, he values time with his family, coaching his kids’ teams, and traveling. He is also an avid Bay Area sports fan, closely following the San Francisco Giants, 49ers, and Warriors.
QUALIFICATIONS
- Bachelor’s Degree in Economics – San Diego State University
- Wealth Advisor with extensive experience serving high-net-worth individuals and families
- Series 7 License held through LPL Financial
- Specialist in Premium Financing & Advanced Life Insurance Strategies
- Expertise in Business Planning, RSU Strategies, & Tax-Efficient Investing
- Financial Professional Based in Marin County