Thank you for your interest in our firm. I’m Charlene Carter, President of Carter & Carter Financial, Registered Investment Advisor. For over 30 years, Carter & Carter has served the growing community need for financial planning and investment management.
My priority is creating a customized plan and portfolio designed to meet your financial goals. I work closely with my clients to navigate even the most difficult times. I welcome the opportunity to be your trusted advisor. I am currently accepting new clients that desire an integrated financial, tax, estate and investment plan. My preference is to work as a Registered Investment Advisor agent or representative, rather than on a commission basis.
My background and credentials are as follows:
• Certified Financial Planner since 1995
• Graduate of the University of Oregon 1982 - BS, Teaching Certificate
• President of Carter & Carter Financial since 1995
• Branch Manager Raymond James Financial Services, Inc. (our independent broker dealer)
• Member of Raymond James Leader's Council*
• Barron’s Top 100 Women Financial Advisors 2010**
• Series 7 Brokers License in 1989
• Licensed Life Insurance & Variable Annuity
At Carter & Carter, our corporate culture includes a desire to be actively involved in the community in which we live. I serve as President for the local chapter of the Financial Planning Association (FPA). I'm a proud member of University of Oregon Alumni Association and Order of the O. I am a past member of the board of directors for the American Red Cross and the Eugene Symphony. Our firm also offers a Speakers Bureau. Listen to our timely financial talk on local AM stations including KPNW, KUGN and KLCC.
My hobbies include biking, hiking, skiing and spending time with my family and family pets.
You can listen to Charlene Carter's most popular broadcasts right here:
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*Membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually.
**Ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. Past performance is not indicative of future results. Individual experiences may vary.
