Samuel G. Carpenter,  CFP<sup>&reg;</sup> - Financial Advisor

Samuel G. Carpenter, CFP®

CPA, PFS

Certified Financial PlannerTM

Carpenter Financial Services

237 Johns St, Ste 3
Johnstown, PA 15901
(814) 534-4445

General

Samuel Carpenter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carpenter Financial Services in Johnstown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - MS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

More

Helpful Financial Planning Resources