I am Anthony B. Carr, owner of Carr Wealth Management, LLC. I've been self-employed since 1994 when I took my private industry experience and CPA license and began a tax/consulting business. I obtained my Certified Financial Planning designation in 1998 and added financial planning and investment management to my practice.
Today I no longer operate an accounting or tax business, but my clients benefit from the knowledge and experience I offer in my advisor role. I have managed client investments for over twenty-three years. My background and experience make me ideally suited to help with the various financial issues confronting individuals today – investment management, retirement planning, tax planning, and estate planning. I offer a high level of tax experience and knowledge that can translate into a value-added financial resource to my clients. I have been a fiduciary for thirty-five years. My independence assures objectivity at all times. My fees are fee-only and competitively low – I aim to build long-term relationships. I have never had a formal complaint or disciplinary action against me in my licensed areas or credentials.
My wife and I have lived in Pleasanton since 1988. We have raised two children in this wonderful community. Please review my website for more information on my company, how we can help you with your planning needs, and our educational resources that I'm constantly upgrading. Don't hesitate to get in touch with us if you have a question or want to discuss my services further. There is no charge for an initial consultation.
Anthony B. Carr, CPA, CFP®, MBA