San Diego, California

Garrett N. Carter

CFP®
Wealth Advisor
Education &
Certifications

Certified Financial Planner (CFP®)

University of California San Diego, B.S., Management Science
San Diego State University, M.S.B.A., Financial and Tax Planning

About Garrett
Before joining EP Wealth Advisors, Garrett was part of the Donnelly Wealth Advisors team, starting in 2013. He understands the anxiety many people face over their finances after watching his own parents work very hard to make ends meet despite having well-paying jobs. He feels he plays a significant role in peoples’ lives by helping them better manage their finances and have more time for the things that truly matter. Garrett most enjoys assisting clients with integrity and empathy and celebrating in their successes. He is passionate about helping clients to determine what their financial and life goals should be by using their resources in the most efficient way possible. Since becoming a Certified Financial Planner, he has received the Dale Carnegie Certificate and Toastmaster’s Certificate. Garrett is President of NexGen–San Diego and Vice President of the UCSD Alumni: San Diego Club. Outside of the office, Garrett enjoys many physical activities including hiking, playing soccer and football, and running by the beach. He is also a soccer coach and enjoys reading, movies, and trying new craft beers.
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