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Who Are We? David Carpenter has over 25 years of experience in finance
and taxation working for companies both locally and overseas. As an Officer and Director
of many of these corporations, he has also served as a member of their Pension Committees.
A cum laude graduate of Ohio University with a degree in Accounting and Finance, he also
holds a Master of Science in Taxation from Bentley College and an advanced degree
certification as a Master Personal Financial Planner from Bentley.
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Carpenter Associates fee only investment advisor financial planning CFP estate planning money manager registered investment advisor retirement planning asset allocation index funds passive investing Carpenter Associates fee only investment advisor financial planning CFP estate planning money manager registered investment advisor retirement planning asset allo
cation index funds passive investing Carpenter Associates fee only investment advisor financial planning CFP estate planning money manager registered investment advisor retirement planning asset allocation index funds passive investing Carpenter Associates fee only investment advisor financial planning CFP estate planning money manager registered investment advisor retirement planning asset allocation index funds passive investing