Carl McClurg Jr, CEPA® AIF®
Founder and Independent Wealth Manager
Carl is the owner and founder of Complete Wealth Strategies, which he started in 2009 to "empower clients to take control of their financial lives." Additionally, he's the Co-Founder of Ohio Pension Consultants, LLC, an organization designed to assist pension plan owners with
making educated retirement decisions. Carl owned and operated an office technology company up until the mortgage crisis of 2008. He watched the decimation of the stock market and felt, firsthand, the subpar level of service provided by advisors. Knowing there had to be a better way to help people financially, Carl returned to school and launched his financial career. Today, the team at Complete Wealth Strategies focuses on developing investment and tax strategies to help their clients achieve financial success. Carl knows that honesty and integrity are paramount in the financial industry. Next to faith, family, and friends, finances are the most important part of his life.
Clients choose the Complete Wealth Strategies team because they listen before planning which enables them to create individualized financial strategies tailored to their specific goals. Over 40 years of business experience in multiple industries and starting two companies gives Carl a unique ability to relate to a wide variety of clients and their financial situations.
He holds Series 7, 63, and 65 certifications, and being an Accredited Investment Fiduciary shows his commitment to putting his clients' interests first. Carl is married to Caroline, and together they have five children—Erika, Amanda, Eddie, Marie, and Michael—and eight grandchildren—Breydan, Boston, Eli, Owen, Abel, Ahri, Elise, and Karli—and two great-grandchildren—Luca and Mia. Outside of the office, you can find him volunteering in his community, spending time with family and friends, and traveling for some relaxation.
