Carter Jones
Industry Influencer @CalCPA
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WORK HISTORY
Industry Influencer @CalCPA
San Luis Obispo, CA, US
Increase student membership on your campus- Promote CalCPA on your campus via events, social media and in class presentations- Connect with accounting educators and administrator- Work with your local chapters and program manager
EDUCATION
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Accounting, Business Administration
ABOUT CARTER JONES
I am a tax professional specializing in ultra-high-net-worth income and estate tax planning, with a strong interest in helping clients navigate complex tax structures and preserve wealth across generations. I graduated from California Polytechnic State University, San Luis Obispo with a B.S. in Business Administration, concentrating in Accounting and Law, and I am currently pursuing my CPA license. I strongly believe in the philosophy of getting 1% better every day. Consistent, incremental improvement leads to meaningful long-term growth and impact.
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