Engineer • Financial Professional • Lifelong Learner • Retirement Counselor®
Ethan
Carlisle Jr.
Ethan brings together science, engineering, research, and financial planning to help people think clearly about their future. His career began in engineering and technology before evolving into financial services, where he now applies analytical thinking, discipline, and long-term strategy to retirement planning with his company, Carlisle Financial Strategies.
Engineer • Financial Professional • Lifelong Learner • Retirement Counselor®
Ethan
Pechler Jr.
Ethan Pechler Jr. brings together science, engineering, research, and financial planning to help people think clearly about their future. His career began in physics and technology before evolving into financial services, where he now applies analytical thinking, discipline, and long-term strategy to retirement planning
Engineer • Financial Professional • Lifelong Learner • Retirement Counselor®
Ethan
Carlisle Jr.
Ethan Carlisle Jr. brings together science, engineering, research, and financial planning to help people think clearly about their future. His career began in physics and technology before evolving into financial services, where he now applies analytical thinking, discipline, and long-term strategy to retirement planning
Engineer • Financial Professional • Lifelong Learner • Retirement Counselor®
Ethan
Carlisle Jr.
Ethan Carlisle Jr. brings together science, engineering, research, and financial planning to help people think clearly about their future. His career began in physics and technology before evolving into financial services, where he now applies analytical thinking, discipline, and long-term strategy to retirement planning
Ethan Carlisle
Professional Snapshot
Current Role
President, Carlisle Financial Strategies
Location
La Crosse,
Wisconsin
Education
B.S. engineering,
Massachusetts Institute of Technology
Credentials
Certified
Retirement
Counselor®
Licenses
Series 7, Series 66
Background
Research, Engineering, Technology, Financial Planning
Experience
25+ years professional experience
Recognition
MDRT, President’s Club, Inner Circle, Leader’s Court
Ethan Pechler
Professional Snapshot
Current Role
President, Lifetime Planning
Location
Fairport, New York
Education
B.S. Physics, Rensselaer Polytechnic Institute
Credentials
Certified Retirement Counselor®
Licenses
Series 7, Series 66
Background
Research, Engineering, Technology, Financial Planning
Experience
25+ years professional experience
Recognition
MDRT, President’s Club, Inner Circle, Leader’s Court
the story behind the resume.
ABOUT ETHAN
Ethan’s career started with science. At Massachusetts Institute of Technology, he studied engineering with a minor in Economics while also taking advanced math and computer science courses. That background shaped the way he thinks: analytical, structured, and detail-oriented.
Before entering financial services, Ethan spent years in research, production, product development, and technology consulting. After nearly a decade in science and engineering, he found his calling in 2007 helping people make better financial decisions.
Today, his personal brand is built around combining technical thinking with human guidance.
the story behind the resume.
ABOUT ETHAN
Ethan’s career started with science. At Rensselaer Polytechnic Institute, he studied Physics with a minor in Astronomy while also taking advanced math and computer science courses. That background shaped the way he thinks: analytical, structured, and detail-oriented.
Before entering financial services, Ethan spent years in research, production, product development, and technology consulting. After nearly a decade in science and engineering, he found his calling in 2007 helping people make better financial decisions.
Today, his personal brand is built around combining technical thinking with human guidance.
Ethan Carlisle
Timeline
Massachusetts Institute of Technology
1997–2000
B.S. Engineering
Minor in Economics
Massachusetts Institute of Technology
Built a foundation in scientific thinking, advanced math, computer science, astronomy, and analytical problem-solving.
Arthur D. Little
2000–2002
Research Associat
Worked in research, data analysis, production, inventory management, and magnetics. This role strengthened his ability to interpret complex information and solve technical problems.
TIAX LLC
2002–2007
Senior Technologist
Focused on product development, production management, and technology consulting. This period shaped Ethan’s ability to translate technical ideas into practical solutions.
United Professional Advisors, LLC
2007–2023
Financial Advisor
Transitioned from engineering into financial advising. Used his analytical background to help clients understand investments, retirement, long-term care, and planning decisions.
Calisle Financial Strategies
2017–Present
President
Leads Carlisle Financial Strategies with a focus on education, long-term relationships, and thoughtful financial strategy.
ETHAN'S PROJECTS
A long-running educational project focused on helping people understand the common mistakes, blind spots, and risks that can affect retirement planning.
October 2008–Present
A retirement planning philosophy or framework that Ethan developed to educate clients.
A seminar/presentation series he has used for years.
A client education program centered around avoiding common retirement mistakes.
An ongoing book & course that he has kept as a long-term project.
ETHANS PROJECTS
A long-running educational project focused on helping people understand the common mistakes, blind spots, and risks that can affect retirement planning.
October 2008–Present
A retirement planning philosophy or framework that Ethan developed to educate clients.
A seminar or presentation series he has used for years.
A client education program centered around avoiding common retirement mistakes.
An unfinished or ongoing book/course that he has kept as a long-term project.
ETHAN CARLISLE
Licenses & Certifications
Certified Retirement Counselor®
Issued by International Foundation for Retirement Education
Issued October 2010
Series 7
General Securities Representative
Issued February 2008
Series 66
Investment Advisor
Issued April 2008
WI Partnership Certificate
Wisconsin State Partnership for Long Term Care
Issued April 2008
Skills & Expertise
Financial
Strategy
Retirement Planning
Investments
Portfolio Reviews
Long-Term Care
Income Planning
Analytical
Background
Research
Data Analysis
Physics
Engineering Thinking
Problem Solving
Leadership
Strategic Planning
Business Development
Client Relationships
Education
Mentoring
Technology & Operations
Product Development
Production Management
Tech Consulting
Process Improvement
What We Stand For
HONORS & RECOGNITION
Formal retirement planning education and reinforces his commitment to professional development.
Million Dollar Round Table
The Million Dollar Round Table (MDRT) is one of the world's most respected organizations for financial professionals, recognizing exceptional client service, ethical standards, and professional achievement. Ethan earned MDRT membership through his commitment to helping clients build long-term financial security, later advancing to the prestigious Court of the Table distinction.
President's Club
Court of the Table is an advanced recognition within the Million Dollar Round Table, awarded to advisors who demonstrate an exceptional level of professional performance and dedication to client success. This distinction reflects Ethan's commitment to delivering comprehensive retirement strategies while maintaining the highest ethical standards in the financial services industry.
President's Club
President's Club recognizes top-performing professionals who consistently demonstrate outstanding results, leadership, and a commitment to excellence. Earning this distinction multiple times highlights Ethan's dedication to providing exceptional service and building lasting relationships throughout his career.
Leader's Court
Leader's Court honors financial professionals who consistently achieve high levels of performance while maintaining a strong focus on client relationships and professional integrity. This recognition reflects Ethan's ability to combine technical expertise with personalized guidance to help clients achieve their long-term financial goals.
Inner Circle
Inner Circle is an exclusive recognition reserved for professionals who demonstrate sustained excellence, leadership, and a long-term commitment to serving their clients. Receiving this honor over multiple years showcases Ethan's consistency, professionalism, and dedication to delivering meaningful financial guidance.
Centurion
The Centurion Award recognizes exceptional professional achievement and places recipients among an elite group of top-performing financial professionals. This honor reflects Ethan's commitment to excellence, disciplined work ethic, and his continued focus on helping clients confidently prepare for retirement.
WHAT ETHAN STANDS FOR
HONORS & RECOGNITION
Formal retirement planning education and reinforces his commitment to professional development.
Million Dollar Round Table
The Million Dollar Round Table (MDRT) is one of the world's most respected organizations for financial professionals, recognizing exceptional client service, ethical standards, and professional achievement. Ethan earned MDRT membership through his commitment to helping clients build long-term financial security, later advancing to the prestigious Court of the Table distinction.
President's Club
Court of the Table is an advanced recognition within the Million Dollar Round Table, awarded to advisors who demonstrate an exceptional level of professional performance and dedication to client success. This distinction reflects Ethan's commitment to delivering comprehensive retirement strategies while maintaining the highest ethical standards in the financial services industry.
President's Club
President's Club recognizes top-performing professionals who consistently demonstrate outstanding results, leadership, and a commitment to excellence. Earning this distinction multiple times highlights Ethan's dedication to providing exceptional service and building lasting relationships throughout his career.
Leader's Court
Leader's Court honors financial professionals who consistently achieve high levels of performance while maintaining a strong focus on client relationships and professional integrity. This recognition reflects Ethan's ability to combine technical expertise with personalized guidance to help clients achieve their long-term financial goals.
Inner Circle
Inner Circle is an exclusive recognition reserved for professionals who demonstrate sustained excellence, leadership, and a long-term commitment to serving their clients. Receiving this honor over multiple years showcases Ethan's consistency, professionalism, and dedication to delivering meaningful financial guidance.
Centurion
The Centurion Award recognizes exceptional professional achievement and places recipients among an elite group of top-performing financial professionals. This honor reflects Ethan's commitment to excellence, disciplined work ethic, and his continued focus on helping clients confidently prepare for retirement.
ETHAN CARLISLE
Ethan's Awards.
Million Dollar Round Table
2011, 2012, 2013, 2014
President’s Club
2011, 2012, 2018
Leader’s Court
2013, 2014
Inner Circle
2015–2017
Centurion
2012
are you ready to Work WIth
A Proven Professional
Thank you for taking the time to learn about my professional journey. If you'd like to discuss an opportunity, exchange ideas, or explore how my experience can add value, I invite you to schedule a conversation.
Ethan Carlisle JR
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