Your Business Advisor in Carlsbad and North County
Founded in 1973, Aldrich has decades of experience in accounting, consulting, and wealth management. In addition to helping local businesses navigate financial complexities, our Carlsbad location has been awarded the Community Impact Award by the Carlsbad Chamber of Commerce for its local philanthropy and beach clean-ups, among other awards.
Carl Pinkard is the Office Managing Partner for our Carlsbad location.
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Carl Pinkard, CFP®, CEPA
Aldrich Wealth LP
Since 2002, Carl has specialized in working with high-net-worth families and business owners, providing financial planning and consulting services. As a Certified Exit Planning Advisor (CEPA), he spends time with our clients as they prepare their businesses for a transition and helps them plan for the impact that will have on their personal financial goals.... Read more Carl Pinkard, CFP®, CEPA
- Business owners
- High-net worth families and individuals
- Financial planning and consulting services
- CEPA, Certified Exit Planning Advisor
- Certified Financial Planner™
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