Insights

Established Expertise With over 20 years of experience and CFP® certification, Carbahal Olsen Financial Services demonstrates deep industry expertise, making them an attractive partner for premium financial technology solutions and compliance tools.

Personalized Service Their focus on developing long-term client relationships and personalized financial planning suggests opportunities for advanced customer engagement platforms, CRM enhancements, or data-driven advisory tools.

Growth Potential As a smaller firm generating between 1 and 10 million dollars in revenue, there is significant room for scalable tech integrations that improve operational efficiency and expand service offerings.

Technology Stack Utilizing cloud and web technologies like Microsoft 365, Drupal, and Google Maps indicates openness to adopting comprehensive digital solutions, signaling potential for innovative fintech partnerships or cloud security services.

Competitive Positioning Positioned among large industry players with a focus on integrity and trust, Carbahal Olsen is poised to benefit from solutions that enhance trust, transparency, and compliance, driving client confidence and market differentiation.

Carbahal Olsen Financial Services Tech Stack

Carbahal Olsen Financial Services uses 8 technology products and services including Cloudflare, Microsoft 365, Moment.js, and more. Explore Carbahal Olsen Financial Services's tech stack below.

  • Cloudflare
    Content Management System
  • Microsoft 365
    Email
  • Moment.js
    Javascript Libraries
  • Google Maps
    Maps
  • ZURB Foundation
    UI Frameworks
  • Drupal Multisite
    Web Hosting
  • Facebook
    Widgets
  • AddToAny
    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
50%
FLast@carbahalolsen.comJDoe@carbahalolsen.com
50%

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 Pl, Suite 3 Davis, California 95616, US. 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 SIC code NAICS code?

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Carbahal Olsen Financial Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Carbahal Olsen Financial Services have currently?

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As of December 2025, 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 CloudflareMicrosoft 365Moment.jsGoogle MapsZURB FoundationDrupal MultisiteFacebookAddToAny.

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 ServicesUnited 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 Pl, Suite 3 Davis, California 95616, US
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
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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