About Us

Nik Bhardwaj


Nik Bhardwaj owns and operates Carlson Financial Management. He has over 13 years experience in finance and investment, is registered as an investment advisor with the State of California and holds a Series 65 license from the National Association of Securities Dealers. 

He is responsible for overseeing the entire investment process, from idea origination to portfolio management. And as part of its business Carlson Financial Management offers advice on a variety of personal financial issues from educational funding, major purchases, investments outside of exchange traded stocks and bonds, retirement and estate planning. Nik feels his years of experience in actively managing client assets qualify him to advise on all such topics. 

Nik holds a B.S. in Business Administration from San Francisco State.