Carter Financial, LLC

Christina Hammann is a CFP® professional with 10 years of experience in financial advising. She has worked at Carter Financial, LLC since 2019 and previously held roles at Charles Otto Gillespie dba Litton Financial and LPL Financial. Carter Financial serves individuals, trusts, estates, and business entities with discretionary asset management and standalone financial planning. The firm emphasizes individualized asset allocation and fundamental analysis, offering portfolio management alongside comprehensive planning services that include investment, retirement, estate, charitable, education, and corporate matters.

Heather Quintero is a CFP® professional with nine years of experience in financial advising. She has worked at Carter Financial, LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Carter Financial serves individuals, trusts, estates, and business entities with discretionary asset management and standalone financial planning. The firm emphasizes individualized asset allocation and fundamental analysis, offering a range of investment options and written plans addressing various financial matters.

Steven Carter is a CFP® with 40 years of industry experience. He is the principal of Carter Financial, LLC in La Jolla, CA, where he has worked since 2019. Prior to that, he was affiliated with related entities connected to LPL Financial from 1994 to 2019. Carter Financial serves individuals, trusts, estates, and business entities with discretionary asset management and standalone financial planning. The firm emphasizes individualized asset allocation and fundamental analysis, providing continuous portfolio monitoring and rebalancing, alongside written financial plans covering investment, retirement, estate, charitable, education, and certain corporate matters.