Erik Carter Jd, Cfp®

Erik Carter, JD, CFP®, is an experienced financial coach currently with Financial Finesse since January 2010, focusing on providing unbiased financial education programs to promote financial security and independence. Previous roles include serving as a financial planner at American Money Management, where customized financial plans were developed, and as a vice president and financial consultant at Charles Schwab, managing substantial client assets and earning recognition in the "Circle of Excellence." Erik also has a background in writing, law, and political consulting, with education that includes a JD from the University of San Diego School of Law and a BA in Economics from New York University.