My Qualifications

Carol Knowlton
160 North Riverview Drive Suite 200
Anaheim Hills, California 92808
714.685.9608 Fax: 714.464.4243
E-mail: Carol.Knowlton@Securitiesamerica.com

I have  been servicing my client's needs since '94.   My years in the Financial Services Industry have helped me gain a deep insight into what people want most out of life, both the intimate connection that exists between achieving their dreams and the role played by finances that empowers us to do so.

I firmly believe that long-term relationships are critical in helping my clients successfully navigate the road to prosperity.  The process of integrating life goals and financial goals are essential to the successful implementation of a financial plan. 

My goal as a financial advisor, is to provide superior service to my clients with a sense of commitment and an attitude of integrity.  My thorough knowledge of the marketplace and meticulous attention to detail, helps my clients realize their retirement goals.

At Knowlton Financial I focus on providing retirement income for life strategies.  My process is designed to pursue one of the most pressing needs of the growing retiree population: how to develop a predictable lifestyle sustaining income for life.

I understand that everyone's situation is truly unique, and I am prepared to help you address your financial life with a plan that is customized and highly personal. 

Carol is an Investment Advisor Representative with Securities America Advisors. She is a mother of three, twin daughters, Samantha & Lindsey, and a son Jonathan.