AeroLeads people directory · profile

Mike Carter, Cfp ™ Email & Phone Number

Owner Carter Financial Group, / Comprehensive Business and Personal Financial Planning/Insurance/Investments at Money Concepts
Location: Freeland, Washington, United States 5 work roles 3 schools
1 work email found @moneyconcepts.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@moneyconcepts.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Owner Carter Financial Group, / Comprehensive Business and Personal Financial Planning/Insurance/Investments
Location
Freeland, Washington, United States

Who is Mike Carter, Cfp ™? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mike Carter, Cfp ™ is listed as Owner Carter Financial Group, / Comprehensive Business and Personal Financial Planning/Insurance/Investments at Money Concepts, based in Freeland, Washington, United States. AeroLeads shows a work email signal at moneyconcepts.com and a matched LinkedIn profile for Mike Carter, Cfp ™.

Mike Carter, Cfp ™ previously worked as Registered Representative, Insurance Agent, Financial Planner at Www.Carterfinancialgroupllc.Com and Owner at Carter Financial Group, Llc. Mike Carter, Cfp ™ holds Certified Financial Planner, Financial Planning And Services from College Of Financial Planning.

Company email context

Email format at Money Concepts

This section adds company-level context without repeating Mike Carter, Cfp ™'s masked contact details.

*@moneyconcepts.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mike Carter, Cfp ™. Compare company email patterns before reaching out.

Profile bio

About Mike Carter, Cfp ™

I began my career in financial services in 1979. I earned my Certified Financial Planning designation in 1993. In 1994, I became affiliated with Money Concepts. Today, my practice is focused on planning for a tax-free retirement. I help people find money that they are currently transferring away unknowingly and unnecessarily. At Carter Financial Group, LLC we offer a unique approach to financial services. We can help you answer four of the most difficult questions we all must face about our retirement. If you would like to know the answers to these essential questions, we can tell you in as little as fifteen minutes. Carter Financial Group offers: Comprehensive financial planning, investments, income tax saving strategies, retirement planning, distribution planning, alternative investments, insurance, and estate planning. Our goal is for you to have less stress and more peace of mind. If what you thought was true about money turned out not to be true, when would you want to know? Call our Office to schedule a time to talk: 503.764.1461 email: mcarter@moneyconcepts.com.

Listed skills include Investments, Retirement, Strategic Financial Planning, Securities, and 26 others.

Current workplace

Mike Carter, Cfp ™'s current company

Company context helps verify the profile and gives searchers a useful next step.

Money Concepts
Money Concepts
Owner Carter Financial Group, / Comprehensive Business and Personal Financial Planning/Insurance/Investments
AeroLeads page
5 roles · 48 years

Mike Carter, Cfp ™ work experience

A career timeline built from the work history available for this profile.

Registered Representative, Insurance Agent, Financial Planner

Current
Www.Carterfinancialgroupllc.Com

I work with one on one with my clients who want to create and manage true wealth. I also recruit, train and support Registered Representatives, Insurance Agents, and Financial Planners.

Aug 1979 - Present

Owner

Current
Carter Financial Group, Llc
May 2014 - Present

Regional Director

Current

Palm Beach Gardens, Fl, Us

Most importantly, I work directly with my clients to help them accumulate and manage their wealth.I also hire, train, and support other representatives.Disclaimer:Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Carter Financial Group, LLC is an independent firm not affiliated with Money Concepts Capital Corp.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc.

Jan 1994 - Present

Owner, Regional Director, Financial Planner

Current
Carter Financial Group, Llc, Money Concepts Capital Corp.
Sep 1979 - Present

Personal Financial Planner

Current
Carter Financial Services, Llc
1979 - Present ~47 yrs 6 mos
3 education records

Mike Carter, Cfp ™ education

Certified Financial Planner, Financial Planning And Services

College Of Financial Planning

Business Administration And Management, General

University Of Alaska Anchorage

Agronomic Crop Sciences And Business Administration

Oregon State University
FAQ

Frequently asked questions about Mike Carter, Cfp ™

Quick answers generated from the profile data available on this page.

What company does Mike Carter, Cfp ™ work for?

Mike Carter, Cfp ™ works for Money Concepts.

What is Mike Carter, Cfp ™'s role at Money Concepts?

Mike Carter, Cfp ™ is listed as Owner Carter Financial Group, / Comprehensive Business and Personal Financial Planning/Insurance/Investments at Money Concepts.

What is Mike Carter, Cfp ™'s email address?

AeroLeads has found 1 work email signal at @moneyconcepts.com for Mike Carter, Cfp ™ at Money Concepts.

Where is Mike Carter, Cfp ™ based?

Mike Carter, Cfp ™ is based in Freeland, Washington, United States while working with Money Concepts.

What companies has Mike Carter, Cfp ™ worked for?

Mike Carter, Cfp ™ has worked for Www.Carterfinancialgroupllc.Com, Carter Financial Group, Llc, Money Concepts, Carter Financial Group, Llc, Money Concepts Capital Corp., and Carter Financial Services, Llc.

How can I contact Mike Carter, Cfp ™?

You can use AeroLeads to view verified contact signals for Mike Carter, Cfp ™ at Money Concepts, including work email, phone, and LinkedIn data when available.

What schools did Mike Carter, Cfp ™ attend?

Mike Carter, Cfp ™ holds Certified Financial Planner, Financial Planning And Services from College Of Financial Planning.

What skills is Mike Carter, Cfp ™ known for?

Mike Carter, Cfp ™ is listed with skills including Investments, Retirement, Strategic Financial Planning, Securities, Retirement Planning, Fixed Annuities, Financial Services, and Investment Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.