Welcome to Carr Wealth Management, LLC, an independent, fee-only financial planning firm. I am the principal, Anthony Carr. I have over thirty-seven years of business experience and I have been a Certified Public Accountant (CPA) for the past 30 years. I have also been a Certified Financial Planning (CFP®) Professional for over 19 years. I started a CPA and consulting business in 1994 and have been managing investments since 2000. Since the start of my professional career 30 years ago, I have been legally obligated to act in a Fiduciary role, which is to always act in the best interest of the client. The current regulatory environment in the Financial Planning Industry is grappling with the Department of Labor Fiduciary Rule, which would legally require advisers to always act in their client’s best interests. Considering the scope of the responsibility involved in managing other’s assets, I would hope that eventually the Fiduciary Rule becomes universal for all those who render financial advice.
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 future. The knowledge and experience I developed from my CPA background provides me with a distinct competitive advantage in various planning areas.
I have been a resident of Pleasanton for twenty-nine years. My wife and I have two adult children. I've been involved in many community activities, which include: Rotary membership, Chamber of Commerce, and a youth basketball coach. 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.