Client Profile

Our business model is based on working with a fewer number of clients in order to provide the highest level of personalized service. New clients are referred to Carter Financial by existing clients or trusted advisors. Carter Financial clients typically:

  • Are age 55+ and are nearing or in retirement
  • Have more significant financial situations for which we can provide tangible financial benefits

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4225 Executive Square Suite 1030
La Jolla, CA 92037

Carter Financial, LLC

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(858) 678-0579

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 Charles Schwab & Co., Inc. Member FINRA/SIPC.
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