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CARRERA FINANCIAL

Helping Our Clients Navigate Toward Financial Success

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 1996-2021, based on total revenue.  We invite you to join us on our mission to pursue your financial goals.

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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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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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