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Carter FinancialFinancial advisor in Encinitas, CA

Carter Financial is a financial advisor at 6013 La Granada, Rancho Santa Fe, CA 92091, ranked #46 of 229 financial planners in Encinitas and rated 5.0 from 6 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Encinitas, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 756-1566Website ↗

Key facts

Key facts about Carter Financial
Address6013 La Granada, Rancho Santa Fe, CA 92091, Encinitas, CAGet directions
Phone(858) 756-1566
Websitecarterfinancial.biz
HoursMonday to Friday: 8 AM – 5 PM; Saturday: 9 AM – 12 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Encinitas and 11 towns within 25 miles: Solana Beach, Rancho Penasquitos, Mira Mesa, San Marcos, Escondido, Poway, Vista, La Jolla, Carlsbad, Oceanside and Camp Pendleton South.

Based in Encinitas, CAView on map

Opening hours

Opening hours for Carter Financial
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
Saturday9 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Carter Financial

How is Carter Financial ranked in Encinitas?

Carter Financial is ranked #46 of 229 financial planners in Encinitas by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Carter Financial’s hours?

Carter Financial is open Monday to Saturday. Its listed hours are Monday to Friday, 8 AM – 5 PM; Saturday, 9 AM – 12 PM. On Saturdays it is open 9 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Carter Financial serve?

Serves Encinitas and 11 towns within 25 miles: Solana Beach, Rancho Penasquitos, Mira Mesa, San Marcos, Escondido, Poway, Vista, La Jolla, Carlsbad, Oceanside and Camp Pendleton South. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Carter Financial?

Carter Financial has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Carter Financial?

Call Carter Financial on (858) 756-1566. The business is at 6013 La Granada, Rancho Santa Fe, CA 92091, Encinitas, CA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Carter Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Carter Financial (this business)—675.0 (6)YesNo
West & Walters Tax and Wealth Management#44675.0 (20)NoNo12.7 mi
WestPac® Wealth Partners (San Diego)#45674.9 (27)NoNo8.9 mi
Harrison & Associates - Ameriprise Financial Services, LLC#47675.0 (14)NoNo5.5 mi

See all 229 ranked financial planners in Encinitas