Carter Rowles, ChFC®, CLU®, LUTCF®
Retirement Planning Specialist
Carter Rowles has been working as a financial advisor for over 30 years. Before becoming an advisor, he was on the United States Junior Olympic Ski Team for two years, the United States NCAA College National Ski Team for 3 years, and then spent 10 years as a Professional Snow Skier. This experience taught him how important it is to have a focused dedicated plan to accomplishing your goals.
Professional Designations
- Chartered Life Underwriter
- Chartered Financial Consultant
- Life Underwriter Training Council Fellow
- Retirement Planning Specialist
Licenses
- Series 7
- Series 6
- Series 65
- Series 63
- Texas Life & Health Insurance
- Florida Life & Health Insurance
- Idaho Life & Health Insurance
- Oregon Life & Health
Education
- Wharton School of Business at The University of Pennsylvania
- Equitable Advisors Institute at Harvard University
- The American College of Financial Services
- Business and Law at Boise State University
Areas of Focus
- Financial & Estate Planning Strategies
- Tax-Efficient Investing
- Retirement Planning
- Cash Flow Planning for HNW
Professional Affiliations
- Adjunct teacher with the University of Texas
- Life Member, National Eagle Scout Association
- Society of Financial Service Profession