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CARRERA FINANCIAL

Navigating You Toward Financial Success

Partnering with You to Navigate the Seasons of Life

Our first priority is to take time to identify, and understand your financial dreams and aspirations.  We then map out a course of action for your long term success. We are relationship driven and believe success comes to us in many forms throughout our lives. Carrera Financial is a client centric financial service firm backed by LPL Financial.  The nation’s largest broker dealer, as reported by Financial Planning magazine, June 1996-2018, based on total revenue.  We invite you to join us on our mission to pursue your financial goals. 

Discover The Difference

For Your Life Planning

We create strategies that are tailored to your needs and goals.

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For Your Risk Protection

Years of experience have prepared us to guide you through your life transitions.

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For Your Values & Assets

 Trust. Honesty. Integrity. Excellence.   We believe values matter, and we live by ours every day.

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For Financial Institutions

Carrera Financial provides third-party program administrative support for financial institutions seeking to offer financial services to their clients. 

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Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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