Carl joined Wealth Partners Alliance in 2024 as a Wealth Advisor, in partnership with his daughter, Lindsay Lambert and their assistant, Fran Levy. With a distinguished career spanning several decades, Carl brings a wealth of expertise to the team. Prior to joining WPA, Carl was a Senior Vice President – Financial Advisor, Corporate Retirement Director at RBC Wealth Management.

Carl specializes in serving as a fiduciary for corporate retirement plans, helping individuals generate and preserve wealth, and guiding them through retirement and legacy planning. His comprehensive approach ensures clients receive personalized strategies tailored to their unique financial goals and needs.

In his time away from the office, Carl enjoys the serenity of his ranch, where he tends to his horse and cattle. He also cherishes time spent with his grandchildren, creating lasting memories with them as they run around the ranch.