Insights

Personalized Financial Planning Carbahal Olsen Financial Services emphasizes personalized planning and fiduciary responsibility, highlighting an opportunity to expand their service offerings with advanced financial management tools, or AI-driven advisory solutions that enhance client engagement and trust.

Long-Term Client Relationships With over 20 years of building trust-based relationships, there is potential to introduce innovative client communication platforms and CRM solutions to further strengthen customer loyalty and streamline relationship management.

Technology Stack Integration The company's use of cloudflare, Microsoft 365, Google Maps, and other cloud-based tools suggests openness to modern tech integration, providing an opening to propose cybersecurity products, data analytics, or workflow automation software tailored for financial advisory firms.

Growth and Scalability Operating with a small team of 2-10 employees and a revenue range of 1M to 10M, they are positioned for scalable growth, suggesting opportunities for onboarding compliance software, HR technology, or client onboarding solutions to support expansion.

Niche Market Focus Compared to larger competitors like Charles Schwab and Fidelity, Carbahal Olsen’s boutique approach presents opportunities to offer specialized services like niche marketing, local community engagement tools, or personalized digital marketing solutions to enhance their local market presence.

Carbahal Olsen Financial Services Tech Stack

Carbahal Olsen Financial Services uses 8 technology products and services including Drupal, Cloudflare DNS, Pikaday, and more. Explore Carbahal Olsen Financial Services's tech stack below.

  • Drupal
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • Pikaday
    Javascript Libraries
  • Google Maps
    Maps
  • Google Tag Manager
    Tag Management
  • Drupal Multisite
    Web Hosting
  • Orbit Slider
    Web Tools And Plugins
  • Facebook
    Widgets

Media & News

Carbahal Olsen Financial Services's Email Address Formats

Carbahal Olsen Financial Services uses at least 1 format(s):
Carbahal Olsen Financial Services Email FormatsExamplePercentage
FLast@carbahalolsen.comJDoe@carbahalolsen.com
100%

Frequently Asked Questions

Where is Carbahal Olsen Financial Services's headquarters located?

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Carbahal Olsen Financial Services's main headquarters is located at 1107 Kennedy Place Suite 3 Davis, California 95616 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Carbahal Olsen Financial Services's official website and social media links?

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Carbahal Olsen Financial Services's official website is carbahalolsen.com and has social profiles on LinkedIn.

What is Carbahal Olsen Financial Services's NAICS code?

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Carbahal Olsen Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Carbahal Olsen Financial Services have currently?

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As of April 2026, Carbahal Olsen Financial Services has approximately 3 employees across 2 continents, including North AmericaAfrica. Key team members include Managing Partner: L. O.Member: M. C.. Explore Carbahal Olsen Financial Services's employee directory with LeadIQ.

What industry does Carbahal Olsen Financial Services belong to?

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Carbahal Olsen Financial Services operates in the Financial Services industry.

What technology does Carbahal Olsen Financial Services use?

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Carbahal Olsen Financial Services's tech stack includes DrupalCloudflare DNSPikadayGoogle MapsGoogle Tag ManagerDrupal MultisiteOrbit SliderFacebook.

What is Carbahal Olsen Financial Services's email format?

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Carbahal Olsen Financial Services's email format typically follows the pattern of FLast@carbahalolsen.com. Find more Carbahal Olsen Financial Services email formats with LeadIQ.

When was Carbahal Olsen Financial Services founded?

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Carbahal Olsen Financial Services was founded in 1999.

Carbahal Olsen Financial Services

Financial ServicesCalifornia, United States2-10 Employees

For over 20 years, our team at Carbahal Olsen Financial Services has built a practice that provides our clients with objective advice and dedicated personal service. We pride ourselves on developing long-term relationships built on trust and confidence.   
We believe that every client is unique and look forward to working closely with you to understand your personal and financial goals.  From there we will develop a personalized plan to help lead you to a positive outcome.  As goals change or new ones emerge, we will be there to provide guidance along the way.
As Certified Financial Planner™ professionals, our advisors have met the CFP® Board’s rigorous requirements to provide comprehensive planning and investment solutions.  They also proudly adhere to the Board’s Standards of Conduct which include a fiduciary duty to all clients when providing financial advice.    
All of us at Carbahal Olsen Financial Services look forward to the opportunity to become your partner in matters critically important to your financial well-being.

Section iconCompany Overview

Headquarters
1107 Kennedy Place Suite 3 Davis, California 95616 United States
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Carbahal Olsen Financial Services's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Carbahal Olsen Financial Services's revenue is estimated to be in the range of $1M$10M

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