Chris Carter Email & Phone Number

Dedicated Financial Advisor | Chartered Financial Analyst®About Me:I'm Chris Carter, a co-founder at Navalign Wealth Partners and a Chartered Financial Analyst®. My passion for the financial services industry was sparked in college as an intern at an investment and financial planning firm. This passion led me to a fulfilling career where I guide clients through complex financial landscapes as a lifelong trusted advisor.Professional Journey:Wall Street Experience - Before launching my practice in 2002, I worked as a financial advisor at major Wall Street firms, advising wealthy clients on retirement, philanthropic planning, and wealth transfers. Advisory Expertise - My focus is on being a lifelong trusted advisor, simplifying complex financial situations, and advocating for my clients' goals.Navalign Wealth Partners:As a co-founder of Navalign, I'm proud to be part of a team that empowers clients through personalized and comprehensive financial planning. Our firm serves a wide range of clients, each with their unique financial aspirations and challenges.Holistic Financial Planning - Specializing in retirement planning, philanthropy, and multi-generational wealth strategies.Client Advocacy - Committed to simplifying and navigating complex financial situations for our clients. Trusted Partnership - Building lasting relationships based on trust, understanding, and a commitment to achieving client goals.Personal Interests:Outside the office, I enjoy traveling, and entertaining friends and family with my wife. I'm an avid sports fan, loyal to my New England roots, cheering for the Patriots, Red Sox, and Celtics. My involvement with non-profit organizations like the Huntington Memorial Hospital and Pasadena Humane Society is also a significant part of my life.Looking Forward:I am dedicated to the continual growth and evolution of Navalign, and to helping our clients navigate their financial journeys. As we expand, I'm eager to connect with professionals and clients who value comprehensive, personalized financial advice. Together, we can build a future of financial clarity and success.Let's Connect:If you're interested in discussing your financial future, or exploring opportunities at Navalign, I’m always here to connect. Reach out to start a conversation about how we can achieve your financial aspirations.

Listed skills include Investments, Portfolio Management, Finance, Alternative Investments, and 5 others.

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  University Of Southern California

  Finance