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p: 760.268.0237

Partner

Carl Pinkard, CFP®, CEPA

Aldrich Wealth LP

Carl's EXPERTISE

Business owners
High-net worth families and individuals
Financial planning and consulting services
CEPA, Certified Exit Planning Advisor
Certified Financial Planner™

Since 2002, Carl Pinkard has specialized in working with high net worth families, business owners and medical practitioners, providing financial planning and consulting services. He also works with pension committees and assists with a number of non-profit organizations. As a leader of our Private Wealth group, Carl helps shape our comprehensive and integrative service model that provides investment management, financial planning and tax services to our clients in San Diego. He also helps guide business owners to help them maximize the value of their business and is a member of the Exit Planning Institute (EPI). He serves on the board of Champions for Health, formerly San Diego County Medical Society.

Carl graduated from California Polytechnic State University at San Luis Obispo with a Bachelor of Arts degree in business with an emphasis in finance.

p: 760.268.0237

RECENT ARTICLES

Article

Why You Should Invest in Life Experiences Over Things

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