Jeffrey J. Carter, CRPC®| AWMA®| AAMS®| SE-AWMA® 

Over my 25 years serving the investment and financial needs of my clients, I have developed a disciplined process that takes into account each client's particular needs, concerns, and priorities. I am passionate about delivering excellent service. Having completed additional training, I am qualified as an Accredited Asset Management Specialist®, a Chartered Retirement Planning Counselor®, and I hold both the general Accredited Wealth Management Advisor® designation as well as the specialized Sports & Entertainment AWMA®

My background and experience include several years as an advisor with three of the largest investment firms in the country. Prior to my career as a registered financial professional, I worked as a Financial Analyst and Investment Banking Advisor before serving as Founder and Chief Financial Officer of STI Labs International.

I was born and raised in the East Bay suburbs and currently reside in a wonderful community in Westlake Village, CA, where my beautiful wife, Charlotte, and I are raising our son and daughter. I stay active playing golf and tennis and attending various community events. My most interesting past accomplishments are writing a published book, taking the field as an NFL field goal kicker, and working as a professional caddie at Pebble Beach.