Carlton Weber, CFP®
Wealth Manager, Partner
Carlton serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Carlton has in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a wealth planner at an independent investment advisory firm in Phoenix, Arizona, where he was involved in portfolio construction, financial plan creation and execution, investment management and ongoing relationship management. Prior to that, Carlton served four years in the United States Coast Guard.
Carlton earned a Bachelor of Science degree in financial planning from Liberty University in Lynchburg, Virginia. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Carlton and his wife, Joia, enjoy traveling, spending time with friends and family, and serving in their community and church.
Articles by Carlton Weber, CFP®
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