Carl Pinkard, CFP®, CEPA
Aldrich Wealth LP
- Business owners
- High-net worth families and individuals
- Financial planning and consulting services
- CEPA, Certified Exit Planning Advisor
- Certified Financial Planner™
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 the Association for Corporate Growth (ACG) and currently serves on the board of the 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.