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Set Carpintero, Cfp®, Ea Email & Phone Number

Associate Wealth Advisor at Resource Consulting Group at Resource Consulting Group
Location: Orlando, Florida, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Resource Consulting Group
Role
Associate Wealth Advisor at Resource Consulting Group
Location
Orlando, Florida, United States
Company size
24 employees

Who is Set Carpintero, Cfp®, Ea? Overview

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Quick answer

Set Carpintero, Cfp®, Ea is listed as Associate Wealth Advisor at Resource Consulting Group at Resource Consulting Group, a with 24 employees, based in Orlando, Florida, United States. AeroLeads shows a matched LinkedIn profile for Set Carpintero, Cfp®, Ea.

Set Carpintero, Cfp®, Ea previously worked as Associate Wealth Advisor at Resource Consulting Group and Senior Financial Planner at Vintage Financial Services, Llc. Set Carpintero, Cfp®, Ea holds Bachelor Of Business Administration (B.B.A.), Major: Accounting And Finance, Minor: Spanish from Stetson University.

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Email format at Resource Consulting Group

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Resource Consulting Group

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Profile bio

About Set Carpintero, Cfp®, Ea

Founded in 1988, Resource Consulting Group is a fee-only financial planning and investment advisory practice serving high-net-worth clients in the Central Florida area. Our wealth advisors use disciplined, academic-based investment practices to help you build — and lead — your ideal life. For additional information and disclosures, please visit: https://resourceconsulting.com/

Current workplace

Set Carpintero, Cfp®, Ea's current company

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Resource Consulting Group
Resource Consulting Group
Associate Wealth Advisor at Resource Consulting Group
orlando, florida, united states
Website
resourceconsulting.com
Employees
24
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Company profile
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6 roles · 21 years

Set Carpintero, Cfp®, Ea work experience

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

Senior Financial Planner

Vintage Financial Services, Llc

Ann Arbor, Michigan

Nov 2019 - Apr 2022

Wealth Advisor

Swm Advisors

United States

As a CERTIFIED FINANCIAL PLANNER™ professional, my goal is to add clarity to your financial life by understanding your priorities and using a comprehensive approach that is centered around your best interest and vision for the future. I can help with: - Investment Planning - Debt Management- Retirement & Income Planning- Insurance & Risk Management - Education Planning- Estate Planning- Tax Planning - Cashflow and Budgeting

Jul 2018 - Nov 2019

Senior Analyst

Swm Advisors

St. Petersburg, Fl

Responsible for various roles including day-to-day portfolio management, client service, support and analysis across SWM's platforms, participant education, and much more.

Sep 2014 - Nov 2019

Brokerage Operations

Convergex

Orlando, Florida Area

Jan 2011 - Sep 2014

Account Representative

Cintron Beverages Group

Orlando, Florida Area

2006 - 2009 ~3 yrs
Team & coworkers

Colleagues at Resource Consulting Group

Other employees you can reach at resourceconsulting.com. View company contacts for 24 employees →

CB Christine Bonnell, Shrm-Cp Christine Bonnell, Shrm-Cp Colleague at Resource Consulting GroupOviedo, Florida, United States View → MM Mike Masur Mike Masur Colleague at Resource Consulting GroupWinter Park, Florida, United States View → NC Natalie Campese, Cfp® Natalie Campese, Cfp® Colleague at Resource Consulting GroupUnited States View → KS Kimberly Sterling Cpa, Cfp® Kimberly Sterling Cpa, Cfp® Colleague at Resource Consulting GroupOrlando, Florida, United States View → AD Amy Davis Amy Davis Colleague at Resource Consulting GroupOrlando, Florida, United States View → NR Nicole Rutledge Regilio, Cfp® Nicole Rutledge Regilio, Cfp® Colleague at Resource Consulting GroupGreater Orlando, United States View → AC Alexa Campos Alexa Campos Colleague at Resource Consulting GroupApopka, Florida, United States View → BK Bethany Kolacsky, Fpqp Bethany Kolacsky, Fpqp Colleague at Resource Consulting GroupGreater Orlando, United States View → JA Joellene Aylor, Cfp® Joellene Aylor, Cfp® Colleague at Resource Consulting GroupOrlando, Florida, United States View → NT Nhan Tran, Cfp® Nhan Tran, Cfp® Colleague at Resource Consulting GroupOrlando, Florida, United States View →
1 education record

Set Carpintero, Cfp®, Ea education

FAQ

Frequently asked questions about Set Carpintero, Cfp®, Ea

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

What company does Set Carpintero, Cfp®, Ea work for?

Set Carpintero, Cfp®, Ea works for Resource Consulting Group.

What is Set Carpintero, Cfp®, Ea's role at Resource Consulting Group?

Set Carpintero, Cfp®, Ea is listed as Associate Wealth Advisor at Resource Consulting Group at Resource Consulting Group.

Where is Set Carpintero, Cfp®, Ea based?

Set Carpintero, Cfp®, Ea is based in Orlando, Florida, United States while working with Resource Consulting Group.

What companies has Set Carpintero, Cfp®, Ea worked for?

Set Carpintero, Cfp®, Ea has worked for Resource Consulting Group, Vintage Financial Services, Llc, Swm Advisors, Convergex, and Cintron Beverages Group.

Who are Set Carpintero, Cfp®, Ea's colleagues at Resource Consulting Group?

Set Carpintero, Cfp®, Ea's colleagues at Resource Consulting Group include Christine Bonnell, Shrm-Cp, Mike Masur, Natalie Campese, Cfp®, Kimberly Sterling Cpa, Cfp®, and Amy Davis.

How can I contact Set Carpintero, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Set Carpintero, Cfp®, Ea at Resource Consulting Group, including work email, phone, and LinkedIn data when available.

What schools did Set Carpintero, Cfp®, Ea attend?

Set Carpintero, Cfp®, Ea holds Bachelor Of Business Administration (B.B.A.), Major: Accounting And Finance, Minor: Spanish from Stetson University.

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