Cover photo
Erik Carter
Works at Financial Finesse
Attended University of San Diego School of Law
Lives in San Diego, CA
309 followers|29,732 views


Erik Carter

Shared publicly  - 
Where should you invest your money without getting hit by high fees ? As with most financial questions, it all depends on your goal.
Add a comment...

Erik Carter

Shared publicly  - 
Our CEO, Liz Davidson, recently wrote a book called What Your Financial Advisor Isn’t Telling You that details many of the essential financial truths that financial advisors generally neglect to tell their clients. The main reason is that advisors are generally compensated by either selling financial products or by managing [...]
Add a comment...

Erik Carter

Shared publicly  - 
Thanksgiving is right around the corner and with it comes family gatherings and overindulging. While I enjoy a good turkey dinner as much as anyone else, let’s not forget that the holiday is really about being thankful for our loved ones and not taking them for granted. I was recently [...]
Add a comment...

Erik Carter

Shared publicly  - 
You've heard the cliché: When it comes to saving for retirement, young people have time on their side. The earlier they start saving, the better. So what would happen if you started saving for retirement at age 22? In our recently released report on U.S. Employee Retirement Preparedness, we examined [...]
Add a comment...
Unbiased Financial Planner, Educator, and Writer
  • Financial Finesse
    Senior Financial Planner, 2013 - present
  • Financial Finesse
    Resident Financial Planner, 2010 - 2013
  • American Money Management
    Financial Planner, 2008 - 2010
  • Motions
    Staff Writer, 2008 - 2009
  • Robbins, Umeda, and Fink
    Summer Law Clerk, 2007 - 2007
  • Raj for Congress
    Campaign Consultant, 2006 - 2006
  • Charles Schwab Corp.
    Financial Consultant, 2005 - 2006
  • Financial Network Investment Corporation
    Financial Advisor, 2002 - 2005
  • Edward Jones Investments
    Investment Representative, 2000 - 2002
  • Kaplan, Inc.
    Test Prep Instructor and Proctor, 1999 - 2000
  • Washington Square News
    Advertising Account Executive, 2000 - 2000
  • NYU Office of Undergraduate Admissions
    Admissions Ambassador, 1998 - 1999
  • Vector Marketing
    Sales Representative and Assistant Branch Manager, 1998 - 1999
  • Lauriat's Bookstore
    Book Seller, 1997 - 1997
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
San Diego, CA
Philadelphia, PA - Brooklyn, NY - Fairfax, VA - Vienna, VA - New York., NY - Warrensburg, NY - Smithtown, NY - Rochestor, NY - East Northport, NY
Contact Information
  • University of San Diego School of Law
    JD, 2006 - 2009
  • New York University College of Arts and Sciences
    B.A. Economics with minors in social studies education and politics, 1997 - 2000
  • Warrensburg Central School
    Regents Diploma, 1988 - 1997
  • Mt. Pleasant Elementary School
    1984 - 1988
Basic Information
Looking for
Friends, Networking
May 29
In a relationship
Erik Carter's +1's are the things they like, agree with, or want to recommend.
Honeyfund — the free honeymoon registry, the free cash registry

The top honeymoon and cash gift registry — free for both couples and guests with no strings.

5 Non-Romantic But Vital Things to Do This Valentine's Day - Forbes

Valentine's Day is a time to express our love for our significant others with flowers, chocolates, nice dinners, romantic getaways, and othe

The 401(k) Option That You've Probably Never Heard Of - Forbes

Last week, I wrote about some ways that high income earners can protect themselves from rising taxes. However, I left out one method that ma

How to Pay Those Upcoming College Bills - Forbes

The day has finally come to send Junior off to college and let's face it. You haven't saved much. In fact, if you're like many parents, you

Show Me the Money — to Pay Down Debt (Financial Finesse) - Financial New...

Competitor: This article comes from Nancy Anderson, CFP® at See the original post Show Me the Money — to Pay Down Debt

Should You Buy An Immediate Annuity? - Forbes

When it comes to planning for retirement, we tend to spend a lot of time thinking about how to save and invest for retirement, but what abou