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ABOUT US

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

carlCarl 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

Carl Carpenter
CFA is a trademark owned by the CFA Institute.

 

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Beacon Financial Partners, LLC
All content on this website is for informational purposes only and is believed to be reliable, but we make no representations as to its accuracy or completeness. Beacon Financial Partners, LLC ("BFP") is a Registered Investment Advisor in the State of California. This website is limited to the dissemination of general information about BFP and its service offerings, and provides an alternative method for prospective clients to learn more about BFP and to contact BFP. Advice may be rendered only after the delivery to client of Form ADV Part II (or equivalent marketing brochure), and the execution of an investment advisory and/or financial planning contract between the client and BFP. The authors, publisher, and host of this website are not providing any accounting, legal, or other specific advice regarding your individual situation.
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Get In Touch
2130 Main Street, Suite 233
Huntington Beach, CA 92648
Phone (714) 969-8484
Fax (714) 969-8120
cc@beacon-fp.com
Copyright ©2014 Beacon Financial Partners, LLC
All rights reserved.