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Kraig C

Series 63, Series 65, Series 66

Santa Teresa, NM

El Camino Real Financial Advisors

Kraig Carpenter is a financial advisor at El Camino Real Financial Advisors with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Charter Communications from 2016 to 2020. Carpenter is also a licensed insurance agent involved in life insurance sales. El Camino Real Financial Advisors is a single-advisor independent firm serving individuals and small businesses with investment management, retirement and financial planning, and insurance products. The firm primarily manages client accounts on a non-discretionary basis and combines portfolio management with insurance sales, employing a strategic, multi-step planning process that coordinates third-party managers when appropriate.

Retirement income strategy Annuities Life insurance needs analysis Cash flow / budgeting
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