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. I joined him after college and together we subsequently grew the business. Over time, and in response to our clients' needs, we became a modern 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; Personal Financial Specialist
Certified Financial Planner; Certified Senior Advisor
Top of the Table, Million Dollar Round Table
FINRA Registered Representative
Series 7-General Securities
Life, Heath, Long Term Care Insurance - Fixed & Variable Annuities
Leadership
Avantax 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
Community
Member or past Memeber: Johnstown Rotary Club, Johnstown West End Lions Club;
Board Member or past Board Member: Beginnings Inc., Johnstown Area Heritage Association; Arcadia Theater; Lee Hospital Incorporators
Experience
Paul Carpenter Capital Advisors (Present)
Carpenter & Carpenter, CPAs (Past)
Avantax Partners Program with Avantax Advisors in Carrolltown, PA & Greater Charlotte, NC
*These services are offered by Paul Carpenter through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.