Carl McClurg, CF2

About Carl McClurg

Carl McClurg is a proud resident of southern Ohio for over 45 years who maintains a genuine sense of gratitude for the hard work, family values and selflessness instilled in him by many positive influential individuals throughout his life. 
 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. 
 Over 44 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 6, 63, 65 and 7 certifications, and being an Accredited Investment Fiduciary, as well as Certified Financial Fiduciary and Certified Exit Planning Advisors and 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 2 great-grandchildren— Luca and Mia. Outside of the office, you can find him volunteering in the community, spending time with family and friends, and traveling for some relaxation.
 Carl knows that honesty and integrity are paramount in the financial industry. Clients choose the Complete Wealth Strategies, Inc team because they listen before planning which enables them to create individualized financial strategies with pinpoint accuracy.