Carla J. Simpson, FPQP®

Retirement Plan Specialist

Carla Simpson has been an integral part of Premier Financial Group for more than 20 years, starting in the Operations Department, seamlessly transitioning to an Investment Administrator, and then an Advisor and Retirement Plan Specialist, where she currently maintains over 50 retirement plan relationships.

Carla is genuinely invested in her clients’ financial well-being. She guides them toward achieving their retirement goals and other objectives with confidence.

Education & Background

  • Advisor & Retirement Plan Specialist, Premier Financial Group, 2003-present

Credentials & Certifications

  • Series 65 License, 2006
  • Financial Paraplanner Qualified Professional® (FPQP), 2007


Carla’s passion lies in sharing her knowledge and expertise with others, reflecting her dedication to team development and informed clients. She plays a pivotal role in training Investment Administrators, ensuring a high standard of service delivery and operational excellence. Seeing her colleagues as family, she helps to foster an environment of integrity and alignment within the firm. 

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