Insights

Specialized Retirement Focus Carter Financial's expertise in retirement planning and management of 401(k) plans indicates opportunities to promote advanced retirement solutions and family office services to clients nearing retirement or high-net-worth individuals.

Small Firm Niche As a small firm with 2-10 employees, Carter Financial may benefit from scalable, cost-effective financial technology tools and services that support growth while maintaining personalized client service.

Technology Adoption Their use of cloud infrastructure and analytics tools suggests they are open to integrating innovative financial technologies, presenting potential for partnership or offering tailored SaaS solutions to enhance operational efficiency.

Regulatory Alignment Since Carter Financial operates through LPL Financial, emphasizing compliance solutions and regulatory consulting could be advantageous for expanding their service offerings and ensuring continued adherence to industry standards.

Market Positioning Given their competitive landscape with large firms like Schwab and Fidelity, opportunities exist to target niche marketing campaigns or specialized financial products that differentiate Carter Financial in the wealth management sector.

Carter Financial Tech Stack

Carter Financial uses 8 technology products and services including Open Graph, Cloudflare, Cart Functionality, and more. Explore Carter Financial's tech stack below.

Open Graph

Content Management System

Cloudflare

Content Management System

Cart Functionality

E-commerce

Font Awesome

Font Scripts

Lodash

Javascript Libraries

HSTS

Security

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

Carter Financial Email Formats	Example	Percentage
FLast@carterfinancial.biz	JDoe@carterfinancial.biz	64%
First@carterfinancial.biz	John@carterfinancial.biz	27%
First.Last@carterfinancial.biz	John.Doe@carterfinancial.biz	9%

Carter Financial Email Formats

Example

Percentage

FLast@carterfinancial.biz

JDoe@carterfinancial.biz

64%

First@carterfinancial.biz

John@carterfinancial.biz

27%

First.Last@carterfinancial.biz

John.Doe@carterfinancial.biz

Frequently Asked Questions

Where is Carter Financial's headquarters located?

Carter Financial's main headquarters is located at 6013 la Granada Rancho Santa fe, California 92067 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Carter Financial's phone number?

You can contact Carter Financial's main corporate office by phone at

+1-858-756-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carter Financial's official website and social media links?

Carter Financial's official website is carterfinancial.biz and has social profiles on LinkedIn.

What is Carter Financial's NAICS code?

Carter Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Carter Financial have currently?

As of June 2026, Carter Financial has approximately 8 employees across 2 continents, including North AmericaEurope. Key team members include President, Chief Executive Officer: D. C.Managing Partner: G. C.Consultant: E. F.. Explore Carter Financial's employee directory with LeadIQ.

What industry does Carter Financial belong to?

Carter Financial operates in the Financial Services industry.

What technology does Carter Financial use?

Carter Financial's tech stack includes Open GraphCloudflareCart FunctionalityFont AwesomeLodashHSTSHTTP/3Google Analytics.

What is Carter Financial's email format?

Carter Financial's email format typically follows the pattern of FLast@carterfinancial.biz. Find more Carter Financial email formats with LeadIQ.

When was Carter Financial founded?

Carter Financial was founded in 1992.

Carter Financial

Q: What is Carter Financial's official website and social media links?

Carter Financial's official website is carterfinancial.biz. Carter Financial has social profiles on LinkedIn.

Q: How many employees does Carter Financial have currently?

Carter Financial has approximately 8 employees.

Q: What technology does Carter Financial use?

Carter Financial's tech stack includes Cart Functionality, Google Cloud, AddThis, Cloudflare CDN, Lodash.

Q: What is Carter Financial's NAICS code?

Carter Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Carter Financial has held a place in the investment and wealth management business for the last two decades. They have experience with all facets of wealth management, including investment, financial and estate planning, asset allocation, retirement income planning, insurance, and family office services.  Their area of expertise focuses on the retirement arena, establishing and helping oversee 401(k) plans, working with executives in establishing, managing and maintaining key man life insurance as well as buy-sell agreements.

Securities and financial planning are offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC. www.finra.org www.sipc.org.  Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL financial as to accuracy or completeness. 

The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: California, Arizona, Florida

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