Deana Carter, CLU, ChFC, CDFA

Deana Carter, CLU, ChFC, CDFA

LPL Financial Advisor

Founded and managed by Deana Carter, Carter Financial offers compassionate and customized investment and wealth management services. This boutique agency specializes in hands-on, individualized treatment of every client. Deana has 26 years of experience and is an authority in the field, but her defining trait is her commitment to your satisfaction. She will work tirelessly to help provide you a confident financial future. Just as she trains exhaustively for triathlons and Spartan Races, she will never stop working on your behalf.

Deana welcomes clients to visit and will make time for them. Of course, she will discuss your financial concerns, but she will also talk to you about the nonprofits she supports, and would love to hear about your passions as well. Her approach is comprehensive. She takes a deep interest in you, and offers personalized support along with top-notch financial advice.

From small businesses to publicly traded companies to individual community members, Carter Financial manages the most high quality accounts for striving to achieve positive results.

Deana Carter is a Financial Advisor, trained in economics at the University of Oxford, with degrees in business and civil engineering. A dedicated philanthropist, Deana founded the nonprofit Women Benefitting the Community, to educate and empower women and teens. With a focus on finance, golf and running, she’s proud to mentor young people on their paths toward their goals. She supports the San Diego Nice Guys, a family focused charity with a 40-year history. She’s a board member of the Library Guild of Rancho Santa Fe, supports a number of local groups, and donates her time to create financial plans for philanthropies.