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

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.

Awards and Accreditation