Kelly J. Carter
CEO @Beacon Retirement Planning Group, Inc
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WORK HISTORY
CEO @Beacon Retirement Planning Group, Inc
Kelly Carter, Owner and CEO of Beacon Retirement Planning Group, Inc, has over 23 years’ experience as a financial advisor with emphasis on estate and tax planning, life insurance, annuity programs, and retirement income strategies. Prior to launching BRPG in 1998, Mr. Carter was responsible for the formation of an estate planning team that focused on wealth accumulation and tax saving strategies for clients across the United States for Equitable Life. This team, comprising of lawyers, CPA’s, tax, insurance and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client’s retirement accumulation and income plan. Kelly has devoted his professional career working directly with both pre- and post-retirees, providing them with alternative safe solutions for their retirement needs. He has headed up the forum for hundreds of wealth preservation seminars across the country and has spoken to thousands of retirees. The result has been an extensive network of clients throughout Southern California having individualized and customized retirement plans that provide peace of mind wealth preservation solutions. In 2010, Mr. Carter and Beacon Retirement Planning Group, Inc. was awarded the 5 Star Wealth Manager Award by San Diego Magazine Over consumers and 4,500 financial services professionals were surveyed for the best customer satisfaction rating in the financial services arena. The list of 5 Star Wealth Managers represents less than 4% of the wealth managers in San Diego area. Kelly’s first book titled “What is Your Retirement Desitny?” is set to be released in early March 2013. He received his formal education at Central Missouri State University and he graduated Summa Cum Laude with a B.S. and B.A. degree in Finance and Management in 1991.
EDUCATION
University of Central Missouri
Bachelor of Science (B.S.)
SKILLS
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