Broker Check
Paul Carpenter, CPA/PFS CFP® CSA

Paul Carpenter, CPA/PFS CFP® CSA

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.