Broker Check
Anthony B. Carr, CPA, CFP®

Anthony B. Carr, CPA, CFP®

Owner

 

 

Greetings,

 Welcome to Carr Wealth Management, LLC. We are an independent Registered Investment Advisor Firm located in Pleasanton, CA. We help individuals by providing a more efficient way to invest and plan. We have served the Tri-Valley area with personal and high-quality service for more than 22 years.

I am the owner, Anthony Carr. My wife and I have lived in Pleasanton for the past 35 years. I have over 35 years of business experience, including working in both the private sector (as CFO/Controller) and the public sector (CPA practice/Financial Planning).

 I have always had a gift for calculating numbers (see video), so it was not surprising that my career led me to number-oriented professions. I felt that increased knowledge was the best way to help people with financial issues, so accumulating credentials such as a CPA, CFP®, and MBA widened my knowledge and expertise in various financial areas. My experience is ideally suited to help with the various financial issues confronting individuals today – investment management, retirement planning, tax planning, and estate planning.

Helping clients navigate through their uncertain future requires extensive knowledge, objective advice, trustworthy relationships, and an unwavering commitment to always act in the client's best interests. Creating a financial plan should be the first step for clients to address their financial futures. My role is to help clients identify the most efficient path to reaching their financial goals. Monitoring and updating plans periodically will ensure you are consistently headed in the right direction.

Since I began managing client investments in 2000, my investment philosophy has remained the same. Disciplined, low-cost, well-diversified, and tax-efficient strategies are the best way to achieve financial goals. 

  Please review my website. I am constantly attempting to educate clients on various relevant financial topics. Don't hesitate to contact us to schedule a no-charge consultation meeting. Thank you, and I look forward to helping you reach your financial objectives.

Sincerely,


Anthony B. Carr, CPA, CFP®, MBA