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Partnering With You to Navigate the Seasons of Life

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 1996-2023, 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

For Your Life Planning

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

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For Your Risk Management

For Your Risk Management

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

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For Your Values & Assets

For Your Values & Assets

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

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For Financial Institutions

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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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Does Your Child Need to File an Income Tax Return?

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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