Meghan Carson, CPA, CFP®
Meghan joined AWMI in a full-time capacity in 2019. She first discovered her passion for this industry during an internship a few years prior, however she took a brief hiatus to begin her career in public accounting and obtain her CPA license having just completed her accounting degree. Always hopeful she would end up back at AWMI, Meghan was thrilled when the opportunity arose to re-join the team as a financial advisor. With her CPA license and accounting background, Meghan brings in-depth tax planning knowledge and perspective to address our clients’ unique and often complex financial planning goals and needs. Meghan is passionate about empowering and educating our clients as they move through various milestones and life stages. She loves that she gets to both dive deep into advanced planning strategies and sit across the table from our clients – learning about their background, passions, goals and forging lasting relationships.
Meghan was born and raised in Alaska and holds immense pride for this state. She rarely passes up an opportunity to head south to fish on the Kenai, and fills other free time with camping trips, cooking, and dog park excursions with her chocolate lab, Lina. In the community, Meghan serves as treasurer and board member of the Abused Women’s Aid in Crisis (AWAIC) shelter and as a board member for the AWAIC Foundation, Inc. She was part of the most recent class to complete the Alaska Society of CPAs Leadership Academy and plans to join the Society’s Financial Literacy committee. She also recently began teaching at her alma mater, the University of Alaska Anchorage, as an adjunct professor of accounting.
University of Alaska Anchorage, BBA Accounting, Magna Cum Laude
University of Alaska Anchorage, BA Economics, Magna Cum Laude
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Series 65 License
Fluent in Spanish
Whenever a client tells us they are eligible for a Health Savings Account (HSA), we get excited. Why? Because anytime there is a tax-advantaged way for our clients to increase their savings, we are on board. When the tax benefits are threefold, it’s a hard deal to pass up. What is an HSA? An HSA […]
Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making process. Our top 5 list […]
It has been a rollercoaster of a year for many reasons, the constantly changing tax proposals notwithstanding. Because APCM Wealth Management for Individuals (AWMI) advisors specialize in advanced financial planning strategies, which includes optimized tax bracket management, we have been along for the ride as we work to understand how all the congressional tax proposals […]
2020 has been a volatile year for investments and a busy year for investment professionals, but in the midst of the pandemic, I sat for and passed the exam to become the most recent team member here to join the ranks of CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ designation, held only by about 25% of […]