Chris Carter

Chris Carter CFA®

Chris Carter knew he wanted to develop his career in the financial services industry after reading several books about investing and personal finance in high school. Soon after graduating, he turned that dream into a reality.

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Before launching his own practice in 2002, Chris was a financial advisor working for some of the largest investment banks and financial firms on Wall Street. During this time, he honed his skills advising the firm’s wealthiest clients on retirement, philanthropic planning and multi-generational wealth transfers. Chris enjoys helping his clients as a lifelong trusted advisor, advocating for their goals and simplifying complex financial situations.

Chris was born in Providence, Rhode Island and is a graduate of the University of Southern California. He also holds the Chartered Financial Analyst® designation. Chris is involved with several non-profit organizations including the Huntington Memorial Hospital and the Pasadena Humane Society. He lives in Pasadena with his wife Sarah and together they enjoy travel, golf and entertaining friends and family.  He is also an avid sports fan and remains committed to his New England heritage through the Patriots, Red Sox and Celtics