Paul Carriere (CFP®)
Paul Carriere focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Generation X
- Hourly
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Entrepreneurs
- Generation X
- Hourly
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
Equity Compensation, Small Business Owner Retirement PlanningAdditional Information
At Carriere Financial Planning, we specialize in providing clear financial guidance to small business owners and employees with equity compensation. As a Fee-Only Fiduciary Firm, we prioritize your interests above all else, ensuring transparent, conflict-free advice that sets you on the path to success. Founded by Paul Carriere, our firm was born from the desire to break free from the conflicts of interest in the commission-based world. Our approach is straightforward – putting you in control. We're not just financial advisors; we're your partners in turning your goals into actionable strategies. With a commitment to comprehensive financial planning, we understand that success is more than just numbers. By understanding your unique aspirations, we tailor solutions that align with your vision for the future. No hidden agendas – just clear, honest advice. Welcome to Carriere Financial Planning, where trust, transparency, and your financial dreams converge.NAPFA Start Date
February 03, 2022
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