Our Team
Steve and his staff are incredibly responsive to clients’ needs. They have elite practice service standards.
Steve Carter, CFP®
President, Senior Advisor
(858) 678-0579
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Steve has maintained a Wealth Management practice for over thirty years in the UTC/Golden Triangle area and advises over 140 individual, corporate and qualified plan clients with over $200 million in assets under advisement. Steve has a Masters in Business Administration (MBA) in Finance from the University of San Diego and a Bachelor of Science degree in Economics from the University of California at Davis. He has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation since 1988.
Christina Mitchell
Registered Administrative Assistant, Registered Paraplanner℠
(858) 678-0579
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Christina joined Carter Financial in 2014. As Financial Planning Manager, she is passionate about designing customized personal financial plans for clients who are focused on financial independence. She is involved at all levels of tailoring wealth advisory services. Christina also serves as Chief Compliance Officer (CCO) for Carter Financial, LLC. She attended San Diego State University where she earned a degree in Economics. She resides in Solana Beach with her husband, Tyler and daughter, Hannah.
Heather Quintero
Client Services Associate
(858) 678-0579
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Heather is our Client Services Representative. She began working in finance in 2012 with Carter Financial before moving out of the area with her family. She has significant experience working at fiduciary wealth management firms in the San Francisco Bay Area. Heather maintains a high standard of care for clients, a mastery of operations, and a personal sense of responsibility and accountability reflected in her daily interactions with clients.
Outside of work she enjoys spending time with her husband, two daughters, and their dog. They can often be found at their local parks or pizza joints.
