Carl Pinkard   CFP®

Senior Consultant

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Education: BA Business - California Polytechnic State University at San Luis Obispo

Biography:
Since 2002, Carl has specialized in working with high net worth families, business owners and medical practitioners providing financial planning and consulting services. He also works with pension committees and assists with a number of non-profit organizations. As a retirement plan consultant, Carl works with human resource managers and comptrollers to develop and implement 401(k) plans that meet their employees' needs. Carl graduated from California Polytechnic State University at San Luis Obispo with a bachelor's of arts degree in business with an emphasis in finance. He is a member of Financial Planning Association and the American Society of Pension Professionals & Actuaries (ASPPA). He currently sits on the board of North County Health Services, a community health clinic in San Diego.