Trusted Financial Advisor

Mr Kenneth E Carter CFP

Mr Kenneth E Carter CFP

Carter Financial Services

28562 Oso Pkwy Ste D-519, Rcho Sta Marg, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission Only
Min. Assets
$100,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor