Carter Financial, LLC

A Fiduciary, Fee-Only
Wealth Management Firm

At CARTER FINANCIAL, LLC our goal is for our clients to experience:

  • Freedom from financial concerns so they can spend more time and energy focusing on what is really important in life
  • Clarity that comes from understanding their personal financial situations to help them navigate a complex financial landscape
  • Peace of mind that comes from having a trusted, experienced advisory team to walk with them through the big decision points and challenges in life
  • Confidence that comes from having a financial thinking partner to help diagnose situations, discuss options, and implement solutions
Start Here

Financial Independence

What will last longer – you or your money? We prepare a personalized multi- decade plan to prepare you for the realities of a retirement landscape that has shifted dramatically.
Learn More

Investment Philosophy

During inevitable market upheavals, do you feel the confidence that comes from having an investment portfolio that is designed to address all economic scenarios? Because there is no cookie-cutter investment portfolio that is right for everyone, we craft disciplined, targeted strategies aimed at providing potential for growth ahead of inflation over the long term, while working to provide the income you need to live over the short term.
Learn More

Risk Management

Do you have any financial blind spots? We take a 360 degree look at your financial situation to identify anything that may financially harm you, your family or your businesses.
Learn More

Wealth management built for you.

Understanding Today's Financial Environment

At Carter Financial, we serve as our client’s personal CFO, advising on all matters where finances and life intersect. For more than 30 years, our business has focused on continually researching and understanding the dynamics of financing a multi-decade retirement. After taking you through an immersive discovery process, we help you define everything you are trying to accomplish in your financial life. We then map your current financial situation to your short and long-term objectives. We quarterback your financial life by coordinating with CPAs, estate attorneys and other professionals to ensure you have an integrated financial plan.
The mission of Carter Financial is to be the most trusted financial advisor in the San Diego area.
We're Different

Visit Us

4225 Executive Square Suite 1030
La Jolla, CA 92037

Carter Financial, LLC

This email address is being protected from spambots. You need JavaScript enabled to view it.
(858) 678-0579

Clients

Carter Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Carter Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Carter Financial, LLC unless a client service agreement is in place.
Securities offered through TD Ameritrade, Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © Carter Financial, LLC