Carl Pinkard, CFP®
- Business owners
- Medical practitioners
- High-net worth families and individuals
- Financial planning and consulting services
- CERTIFIED FINANCIAL PLANNER™
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 leader of our Private Wealth group, Carl helps shape our comprehensive and integrative service model that provides investment management, financial planning and tax services to our clients in San Diego. He is a member of the Financial Planning Association and the American Society of Pension Professionals & Actuaries (ASPPA). He serves on the board of Champions for Health, formerly San Diego County Medical Society.
Carl graduated from California Polytechnic State University at San Luis Obispo with a Bachelor of Arts degree in business with an emphasis in finance.