Kelly Carter is the Principal of Wealth Management in a Box and has more than 27 years of experience as a financial retirement advisor, with emphasis on estate and tax planning, life insurance, annuity programs, and retirement strategies.

Kelly has worked directly with pre-retirees and retirees, business owners, and professionals, providing them with alternative strategies for their retirement needs.

Prior to Wealth Management in a Box, he was responsible for the formation of an estate planning team that focused on wealth transfers and tax saving strategies for high-net-worth clients. This team, comprised of lawyers, CPAs, tax, insurance and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client’s wealth transfer plan. Over the next several years, Kelly expanded this approach to offices in the Chicago and New York regions as he grew this segment of the business, nation-wide.

Mr. Carter has headed up the forum for hundreds of wealth preservation seminars and has spoken to thousands of retirees. The result has been the development of an extensive network of clients throughout Southern California with individualized and customized retirement plans that provide wealth-preservation strategies.

Very early in his career, Kelly was recruited to serve as an independent Registered Representative, appointed through Bear Stearns and First Allied Securities, Inc. He received his formal education at Central Missouri State University and graduated Summa Cum Laude with a B.S. and B.A. degree in finance and management.