Gregory Carter, CIS™, CES™, Certified Financial Fiduciary®, Accredited Small Business Consultant®

Gregory L. Carter serves as Managing Partner and leads a team of professionals with 50 years of combined experience in financial planning, business consulting, corporate funding and career development coaching. The team consist of Fiduciaries, Retirement Planners, Tax Strategist, Healthcare Experts, Estate Planners, and Business Consultants. Greg and the team have a passion for helping others and they believe that educating clients empowers them to make more informed decisions that lead to peace in their retirement years. 

 

Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant®, a Certified Financial Fiduciary®, a Certified Estate & Trust Specialist™ and a Certified Income Specialist™.  Greg is a past President of the Atlanta Chapter of the American Financial Education Alliance (AFEA) and a member of the Association of Accredited Small Business Consultants® and the National Association of Certified Financial Fiduciaries®.

 

In addition to his qualifications and affiliations, Greg is author of the book 'A Blueprint for Financial Security' and Co-Host of the Ice Blue Money podcast. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family.