Carriere Financial Planning

Colorado Springs, Colorado

★ 5.0 (8 reviews)
Call (719) 421-6333 Visit website →

About

Carriere Financial Planning is a fee-only financial advisory firm in Colorado Springs founded in 2021 and registered as an investment advisory firm, serving clients nationwide with a focus on self-employed individuals, small-business owners, and professionals with equity compensation. Principal Paul Carriere holds the CFP credential and operates under a fiduciary standard, offering financial planning, investment management, and tax-focused strategies including retirement account optimization, tax-loss harvesting, and cost-basis analysis. The firm employs a four-step process starting with goal discovery and culminating in ongoing plan adjustments, with no account minimum and primarily virtual meeting availability. Carriere emphasizes personalized, customized planning that addresses each client's unique circumstances rather than standardized approaches.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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