Beacon Financial Partners, LLC, is owned and operated by Carl Carpenter:

Carl is a CFA® (Chartered Financial Analyst) charter holder, and a CFP® (Certified Financial Planner) licensee.  He is responsible for the overall asset management duties of the firm – including security analysis, asset allocation, and portfolio trading.  Carl is also responsible for financial planning, including gathering client data, clarifying goals/values, analyzing current financial situations, and creating custom Financial Plans.

Carl has previous experience as a portfolio manager, financial planner, financial newsletter editor, tax preparer, and corporate accountant.  He has taught a cash flow analysis class in UC Irvine’s Personal Financial Planning certificate program and a small business financing course at Pepperdine University’s Graziadio School of Business and Management in Pepperdine’s MBA program.  Carl graduated from the University of Southern California with a Bachelor of Science degree in Business Administration, and is also a member of the CFA Institute.

In his spare time, Carl enjoys reading, travel, tennis, gardening, and looking after his pets with his wife Carol.  E-Mail: cc@beacon-fp.com

CFA is a trademark owned by the CFA Institute.

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