Broker Check
Anthony B. Carr, CPA, CFP®

Anthony B. Carr, CPA, CFP®

Owner

 Welcome to Carr Wealth Management, LLC, an independent, fee-only financial planning firm. I am the principal, Anthony B. Carr. I have been a Certified Public Accountant (CPA) for the past thirty-four years. I have also been a Certified Financial Planning (CFP®) Professional for over twenty-four. I started a CPA and consulting business in 1994 and have been managing investments since 2000. My firm is a Registered Investment Advisory Firm in the state of California. My clients receive the benefit of personal service from me that includes a wide range of knowledge, experience, and useful educational resources.

 It’s knowledge, not products, that is at the core of my company’s mission to help clients reach their financial goals. The company’s investment philosophy is very straightforward and centered on common-sense principles. I take pride in knowing that my company provides low-cost solutions that help people navigate efficiently through the areas of the financial life-cycle – accumulation, distribution, and preservation.

For the retiring individual in today’s environment, the required financial decisions can go beyond traditional simple asset allocation models. Having an objective and qualified source to help in other vital planning areas such as taxes, estate planning, social security claiming strategies, and retirement account distributions is critical to pursuing one’s vision of their financial future.

 

 We have been residents of Pleasanton for thirty-three years. My wife and I have two adult children and a four-year old grandson 😊. I've been involved in many community activities including coaching youth sports, Rotary membership, Chamber of Commerce, and annually volunteering as a basketball referee for Special Olympics. I realize that we live in a special community and my company is committed to providing a high-quality service to the citizens of the Tri-Valley and beyond. Please review my website for more information about the services offered by Carr Wealth Management, LLC. Please take advantage of the “no-charge” initial consultation or simply contact us if you have any questions.

 

Thank you.