
Carlton R. Orangeemail
Professional Story
Carlton R. Orange is an Investment Advisor Representative at Capital Strategies and a licensed financial professional with MassMutual Investment Services. He specializes in private wealth strategy, advanced insurance planning, and investment advisory services tailored for high-income professionals, creators, and multigenerational families.
With multiple securities licenses (Series 7, 6, 63, and 65) and a sharp acumen for both traditional and alternative financial strategies, Carlton approaches every client relationship with a deep sense of purpose and precision. His financial worldview was shaped in part by watching his family navigate the 2008 financial crisis, instilling in him a commitment to clarity, long-term thinking, and transparency.
Outside of the firm, Carlton leads financial literacy workshops for student-athletes and young professionals, leveraging his background as a Division I track athlete.
Carlton is based in Austin, Texas, where he balances his advisory work with entrepreneurial ventures and collaborative partnerships across real estate, digital media, and legacy planning.
Education
Texas A&M University
Hobbies
Basketball, Running, Video Editing, Networking
Languages: English
Specialties:Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck