Darryl Carter CPA
Founder I Managing Partner
Wealth Management Advisor
Certified Public Accountant
CA Insurance Lic. # 0D54906
“I enjoy working with my clients to develop a complete plan that helps them meet their individual needs.”
With a career spanning over three decades in public accounting and financial services, Darryl is a trusted advisor to both individuals and businesses. He is committed to giving personal attention to each client, creating a financial plan that meets their individual needs.
A graduate of California Polytechnic University Pomona, he began his public accounting and financial services degree in 1986 with Arthur Andersen LLP before starting his own firm in 1991.
In addition to his CPA license, he holds Series 7 and Series 66 securities registrations, and Life Insurance licenses, and is a Registered Representative of Cetera Financial Specialists LLC and an Investment Adviser Representative of Cetera Investment Advisers LLC.
Darryl resides in Lake Forest, CA, where he enjoys living the Southern California lifestyle with his wife and two children.