An LPL Investment Advisor Representative, Michael joined Danielson Financial Group in 2002. He brings a wealth of experience and knowledge to the team, and his diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
For each of his clients, Mr. Carpenter takes a holistic approach that ensures the recommended programs encompass their unique goals, time frames, and risk tolerance. Mr. Carpenter specializes in investment analysis, working closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly Mr. Carpenter’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals, and make adjustments as economic or lifestyle conditions warrant.
Since 2011, Mr. Carpenter has been named to the LPL Financial Patriot’s Club. This distinction is based on annual production rankings of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer*.
Mr. Carpenter currently holds Series 7 and 66 securities registrations with LPL Financial. He is licensed with the State of Nevada to offer both life & health insurance.
Mr. Carpenter completed a double major – a Bachelor of Arts in Finance and a Bachelor of Science in Computer Information Systems – from Ohio Dominican University in Columbus, OH. Michael and his wife, Kim, have three handsome sons, Benjamin, Christopher and William and in his spare time he enjoys playing and coaching soccer.
*Based on total revenues, Financial Planning magazine, June 1996-2019.