Deana Carter, CLU®, ChFC®, CDFA®

Vice President,
Wealth Management Advisor
Deana Carter, CLU<sup>®</sup>, ChFC<sup>®</sup>, CDFA<sup>®</sup>

Deana brings over 30 years of investment experience to her role as Wealth Management Advisor. Her mission is to get to know and understand her client’s unique needs, wants, and long-term goals in order to develop, implement, and monitor strategies for their individual financial success.

Deana is a native San Diegan who provides clients with expert wealth management advice and guidance. Over the years, she has earned respect and trust of clients throughout the region. She offers her clientele a full complement of investment services, including financial and estate planning, asset management and protection, and planning for a comfortable retirement. Deana crafts a long-term financial plan based on the client’s life goals, provides strategies focused on the individual’s needs, and helps them stay on track.

She is a graduate of the University of San Diego and currently working towards receiving her MBA from Texas A&M.  In addition, Deana is a civic leader. She is recognized for her indefatigable efforts to educate and empower women and teens. Women Benefiting the Community, founded by Deana Carter in 1996, has inspired young girls to become confident, capable, self-reliant young women. She has also raised thousands of dollars for less fortunate women at the Women's Resource Center and her annual Feed the Troops Food Drive is a source of community pride.