My father started what became our family business in 1953 with a dream to provide proactive and effective tax and financial advice to friends and neighbors. After college, I joined him in 1978, and together we subsequently grew the business to include my two brothers. Over time, and in response to our client's needs, we became a modem financial services firm growing by reputation, and providing effective solutions to real-life money challenges.
Your family is important to me. I've spent my entire career carefully guiding friends and neighbors along the path of making wise and effective financial choices. I invite you to let me be your guide as you navigate your financial future with new found vision.
Education, Designations and Licenses
Certified Public Accountant (1980); Personal Financial Specialist (1996)
Certified Financial Planner (1990); Certified Senior Advisor (2005)
Top of the Table, Million Dollar Round Table
FINRA Registered Representative (1989)
Series 7-General Securities
Life, Heath, Long Term Care Insurance- Fixed & Variable Annuities
H.D. Vest Investment Services- Chapter Director, Mentor Leader, Advisor Coach - Responsible for training other advisors in Western PA, and nationally;
Past President - Central Chapter PICPA, Johnstown Chapter Institute of Management Accountants, Estate Planning Council of Cambria & Somerset Counties, Johnstown Rotary Club, Johnstown Bachelors Club
Member: Johnstown Rotary Club, Johnstown West End Lions Club;
Board Member: Beginnings Inc., Johnstown Area Heritage Association
Carpenter Financial Services (1989 to present) Carpenter & Carpenter, CPAs (1978 - 2000)
H.D. Vest Partners Program with H.D. Vest Advisors in Latrobe, PA, Charlotte, NC, and Denver, NC
*These services are offered by Paul Carpenter through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.