Carl Pinkard, CFP^®, CEPA

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. In 2019, Carl led the development of Aldrich Capital Advisors LP, which includes a team of experts that provide M&A consulting, tax, and investment banking services to clients. He is a member of Association for Corporate Growth (ACG) and currently serves on the board of Carlsbad Fire Fighters Foundation

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