Louis “L.B.” Carpenter CFP®, CPA, is a practicing Certified Public Accountant in the state of Florida and also has a wide range of wealth management experience. He also serves as Financial Advisor to many of our wealthy clients.
L.B. has been actively involved in public accounting for nearly thirty five years. He is a graduate of the University of Kansas where he obtained a bachelor’s degree in business administration and Naval Science and later an MBA in Finance and Accounting. He also later obtained a Master of Science in Taxation from Florida International University, and was a Senior Tax Manager at Pricewaterhouse Coopers. Like the other advisors in our
firm, L.B. is a CFP® practitioner and holds the series 65 license with FINRA. LB’s professional memberships include the American Institute of Certified
Public Accountants and the Florida Institute of Certified Public Accountants.
In his spare time, L.B. enjoys sailing, reading and traveling.