Carl Dekle, CPA(Inactive)®, AIF®
Senior Vice President
Carl is a native of Mobile, Alabama. Prior to joining Plan Sponsor Consultants, he was the owner of PlanFocus Financial Services. Before starting PlanFocus, he served as the Chief Financial Officer at one of the largest independent retirement plan administrators in the country, where he worked for 11 years.
Carl holds a B.S. in Accounting from the University of Alabama and attained his CPA license in Alabama and Florida. He received the Accredited Investment Fiduciary (AIF) designation in 2005. AIF designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence, which comprises the 22 Prudent Fiduciary Practices, and their application of the global standard into their own practice. The 22 Prudent Fiduciary Practices are based on legislation, case law and regulatory opinion letters. Additionally, he holds his securities series 7 and 66 registrations through LPL Financial as well as his licenses for health and life insurance.
Carl is very involved in our local community volunteering his time to worthy organizations such as Camp Rap-a-Hope, Little Sisters of the Poor, St. Pius X Catholic School, McGill-Toolen Catholic High School, The University of Alabama Alumni Association, Distinguished Young Women (formerly America’s Junior Miss), and the American Cancer Society.