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Carl L
ChFC®, Series 63, Series 65
Punta Gorda, FL
Guardian Life
Carl Lutz is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved in coaching through the Soul Purpose Institute and serves as a member of a condominium homeowners association board. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.
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