Carter serves as a Relationship Manager at California Wealth Advisors, where he supports the team in managing account operations, streamlining internal processes, and guiding clients toward their financial goals. He holds a bachelor’s degree in Business Administration from California State University Channel Islands and is currently pursuing his Series 7 and 66 licenses to further expand his capabilities in the financial services industry. With a strong foundation in client relations and analytical thinking, Carter brings a thoughtful approach to supporting individuals on their financial journey. He is passionate about creating meaningful relationships and contributing to each client’s long-term success. Outside of the office, Carter stays active through sports, and spending quality time with family and friends. Born and raised in Ventura County, he takes pride in serving the community he calls home.