Erik Carter

Years of Experience

19

Specialty Areas

Money Management
Retirement
Investing

Education

J.D., University of San Diego
B.A. in Economics with Honors, NYU

My Story

Erik’s experience in financial planning and wealth management ranges from running a branch office for one of the largest brokerage firms in the country, to advising members of Congress as a financial adviser on Capitol Hill, to serving as a vice president in the private client division of a major brokerage firm in Manhattan. He earned a B.A. in Economics with honors from NYU and a law degree on a full academic scholarship from the University of San Diego, where he focused on tax and estate planning.

When it comes to his finances, he likes to turn to the famed Warren Buffet for guidance, particularly hanging on his words: “I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”

A little fun fact about Erik: he provided political commentary on MTV while he was in college.

Some Key Life Milestones I’ve Crossed:

• Earned college and law degrees without student loans
• Invested in 5 rental properties
• Bought a home in cash

Some Key Life Milestones I’ve Crossed:

• Getting my estate plan in order
• Optimizing my investment portfolio
• Achieving financial independence