Welcome to my company's website. I am Anthony Carr, I am the principal at Carr Wealth Management, LLC.  I specialize in helping clients who are entering retirement or are already in it. I offer a service with lower costs, greater expertise, and access to more effective solutions.

The foundation of my investment philosophy is straightforward common sense, supported by academic evidence and research.  I have been a Certified Public Accountant since 1987 and a Certified Financial Planner since 1998. I have several years of experience as a Controller/CFO for companies of various sizes, where my primary role was to safeguard company assets and manage the financial and accounting activities.

My experience in the CPA field involved financial statement presentation and tax return preparation – both activities involving past transactions – it’s like looking in a rear-view mirror.

My role as an investment advisor includes helping my clients focus on what we can control and minimize the potential negative impacts of what we cannot. Various strategies we employ to reduce risk include diversification, lower expenses, tax efficiency, passively managed investments, and hedging opportunities.

 I have been an independent fiduciary managing client investments for over twenty-five years. My background and experience make me ideally suited to assist individuals with the various financial issues they face today, including investment management, retirement planning, tax planning, and estate planning. My independence assures objectivity at all times.

My family has lived in Pleasanton since 1988. I have had the pleasure of forming numerous friendships and great client relationships within this community. I look forward to continuing my service to the Tri-Valley area. Please review my website for more information on my company. Please don't hesitate to contact us if you have any questions or would like to discuss my services further. There is no charge for an initial consultation.

Sincerely,
Anthony B. Carr, CPA, CFP®, MBA