Bryan Kaarlsen CFP® ChFC® CLU® RHU® REBC®
Texas Retirement Headquarters President Bryan Kaarlsen has 30 years of experience in the financial industry. For the first 15 years of his career, Bryan worked with one of the largest worldwide financial firms. But in 2007, he came to believe that having the ability to work with all of the top financial services companies would better serve his clients. This would give him the ability to offer diverse, nimble, and comprehensive financial services. Now, Bryan can offer truly custom plans for each client, based on their unique priorities, needs, and goals.
Bryan is consistently ranked among the top financial advisors in the country. He has been a featured 5 star professional and ranked in Forbes and Texas Monthly magazines. Bryan is considered a thought leader in the industry and has been quoted many times in the financial press.
Having earned the CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), and CLU (Certified Life Underwriter) designations, he is one of the most credentialed and experienced wealth managers in Texas. His commitment to integrity, exceptional client support, and relationship building has enabled Bryan to lead his team in catering to the needs of both businesses and individual clients. He is passionate about helping his clients navigate the often choppy waters of retirement and strives to be an indispensable member of his client's financial team. Bryan can be trusted to navigate the path to your financial future.
He is the former president of the Autism Society of San Antonio and, along with his wife Robin, has started a nonprofit organization to help autistic adults who are aging out of the school system. He is a regular contributor to many first responder charities, including the SAFD museum and the Shields of Christ golf tournament.
When Bryan isn't working for his clients or the charities he supports, he enjoys restoring his historic home ·in downtown San Antonio and being Emmett's "Pop-Pop.”