Carl Lundgren's Profile and Contact Information
Carl is a Bay Area native. He graduated from Alameda High School, U.C. Berkeley (Math), and then went on graduate studies in Finance at Golden Gate University in San Francisco. He spent thirteen years with Pacific Gas and Electric Company (Residential Energy Conservation Auditor, Commercial Energy Conservation Auditor, Budget Analyst, and Economic Analyst), before starting as a Financial Planner in 1993. While leaning toward some of his investment analysis skills, he soon realized the prime importance of insurance as the foundation of a financial plan, and obtained his insurance and securities licenses in early 1994. Carl joined Mitchell and Mitchell in late 1995 and considers himself a generalist for purposes of overall insurance reviews, but more specialized for purposes of Business Overhead Expense, Disability, Life and Long Term Care insurance.
In his spare time, Carl likes family and team activities such as vacations and sporting events. He volunteers in various human needs activities, church activities and coaches high school water polo. He also likes to exercise (to some extent!).
Carl thinks it is important to consider needs carefully, and is happy to share his knowledge and the reasons underlying recommendations. Equally important are the on-going decisions, interaction and service after a product is placed.