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Gregory Carter, CF2

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Gregory Carter

Gregory Carter

Certified Financial Fiduciary®, ASBC®, CES™, CIS™

CF2 Since 2019

Accepts Remote Clients

Atlanta, GA

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200130
Active Dates
Feb 11, 2019 – Feb 11, 2027
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About Gregory Carter

At Carter Financial, it is our calling to help families and individuals protect and grow their money to enjoy the future that they want and deserve. Greg Carter serves as Managing Partner and leads all operations for our firm.
Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant®, a Certified Financial Fiduciary®, a Certified Estate & Trust Specialist™ and a Certified Income Specialist™. Greg is a past president of the Atlanta Chapter of the American Financial Education Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants®, the National Association of Certified Financial Fiduciaries® and the National Association of Insurance and Financial Advisors.

Greg is a published AUTHOR! His latest book is titled A Blueprint for Financial Security: Lessons from a Financial Architect. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Investing Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Carter Financial is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.

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