About

Our Beliefs

Our Purpose

To help clients understand their personal financial situations so they can navigate a complex financial landscape with clarity and confidence
To free our clients from financial concerns so they can spend more time and energy focusing on what is really important in life

Our Core Values

Care and concern for our clients and their families
Integrity – truthfulness and honesty at all times
We are passionate about the craft of financial advising. We live this out through continuing education and advanced degrees to improve and expand the ways we can serve clients.
Collaborative, family-friendly work environment
Giving back – we care deeply about the San Diego community. We give our time and support to local charities

Visit Us

4225 Executive Square Suite 1030
La Jolla, CA 92037

Carter Financial, LLC

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(858) 678-0579

Clients

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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.
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