Cfp® Garrett Carter Msba

Garrett Carter has a diverse work experience in the financial industry. Garrett started their career as a Financial Advisor Intern at CFG Wealth Management in 2010. In 2012, they worked as a Product Marketing Intern at Sterling Global Strategies. Garrett then joined Donnelly Wealth Advisors, Inc in 2013 as a Financial Planner, where they helped clients understand and achieve their financial goals.

In 2018, Garrett joined EP Wealth Advisors as a Wealth Advisor, providing comprehensive financial planning services to clients. Garrett also took on the role of M&A Integration Manager, overseeing the integration of new partnerships. Currently, Garrett serves as the Associate Director of Partnership Integration at EP Wealth Advisors, further expanding their responsibilities within the company.

Garrett Carter, CFP®, MSBA, has a comprehensive educational background in financial planning and services. From 2011 to 2013, they attended San Diego State University, earning a Master of Science in Business Administration (MSBA) with a concentration in Financial and Tax Planning. Prior to that, from 2007 to 2011, they studied at UC San Diego, obtaining a Bachelor of Science (BS) degree in Management Science. Additionally, Garrett briefly attended the Universitat Autònoma de Barcelona in 2008.

In terms of additional certifications, Garrett completed the Dale Carnegie Course at Dale Carnegie Training in September 2016. In February 2015, they obtained the Certified Financial Planner™ certification from the CFP Board.