Carl C Monrad II
Wealth Management Advisor|CFP®, CLU®, ChFC®
Professional
Carl has been with Northwestern Mutual for over 20 years after a career change from the wine industry and obtained his CERTIFIED FINANCIAL PLANNER™ professional certification in 2006 . He has been involved professionally in multiple organization as listed below.
Education
- Texas A & M University: Bachelor of Science Agricultural Economics
Associations and Memberships
- Planned Giving Council- Texas A&M University
- Texas A&M Association of Former Students
- 12th Man Foundation
- Tomball Chamber of Commerce
- Tomball High School Athletic Booster Club - Past President
Personal
Carl and his wife, Elaine live in Tomball with their youngest son, Carson, a student at Tomball High School. Their identical twin boys Christopher and Carter are students at Texas A&M University and their daughter Elissa ( Texas A&M class of 2020 ) is working in Columbus, Ohio. The Monrads have been members of Kinsmen Lutheran Church, just off 1960, for almost 25 years and are active in the Tomball community.
Carl and Elaine love spending time with their kids and their activities, periodically getting a chance to enjoy the Texas coast and attend as many Tomball Cougar / Texas A&M Aggie football games as possible!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Wealth Management
Disability Planning for Physicians & Dentists
Education Planning & Funding
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
