About Carter Financial

My mission is to get to know and understand your unique needs, wants, and long-term goals. I help develop, implement, and monitor strategies for long-term financial success that is designed to address your individual situation.

At Carter Financial, you the client—and only you the client—are front of mind. I strive to help grow, protect and conserve your wealth by delivering the highest level of personalized service and expertise. A boutique financial agency, I specialize in hands-on, comprehensive, client-focused, financial planning and wealth management services to help my clients pursue their long-term objectives with confidence.

From small businesses, publicly traded companies and nonprofits, to individual community 
members, Carter Financial manages some of the highest-caliber accounts by developing a framework that serves as common ground for striving to achieve the absolute best results. My commitment is your satisfaction and I work tirelessly to help ensure your financial future.

Deana brings over 25 years experience as a recognized authority and highly sought-after 
financial advisor, and Certified Divorce Financial Analyst (CDFA).

The Carter Financial team of advisors has extensive personal and professional experience helping with individual and business financial planning and are qualified representatives registered and licensed to offer a variety of investment and insurance products.

Carter Financial is here to help you assess your financial goals and participate in the management of your finances for the long-term. When you work with Deana you will find clear, easily understood financial products and service options.

I am dedicated to long lasting relationships with all our clients, and the personalized program we can provide you, your family or business is a roadmap toward a more confident financial future. I look forward to helping you pursue your financial goals.

WCG Team Members

Amber Kodad

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center

Andrew D'Addio

Andrew D’Addio, CLU, ChFC

Director, Practice Management Implementation

Brian Foley

Brian Foley

Trading and Research Assistant

Dara K. Asuncion

Dara K. Asuncion

Marketing Manager

Deana Carter

Deana Carter, CLU, ChFC, CDFA

LPL Financial Advisor

(858) 756-1566

(858) 756-1960

John Stewart

John Stewart

Director of Operations

Kathleen Talamayan

Kathleen Talamayan

Financial Planning Coordinator

Lisa Dashnaw

Lisa Dashnaw

Operations Manager

Mario  Stadtlander

Mario Stadtlander

Research Assistant

Matthew Pierce, CFA

Matthew Pierce, CFA

Vice President, Research/Trading

Raymond Bell

Raymond Bell

Advanced Insurance Consultant

Shelley Echeverria

Shelley Echeverria

Chief Compliance Officer