Broker Check

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.

DISCOVER
For Your Risk Management

For Your Risk Management

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

DISCOVER
For Your Values & Assets

For Your Values & Assets

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

DISCOVER
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. 

Discover
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More
Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
Learn More
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.
Learn More

CONTACT CARRERA FINANCIAL

Thank you! Oops!