“Realize that you have to plan for those events you don’t want to plan for. I know if something were to happen to me and I had to be out of the office or I became incapacitated, I have a team that can still take care of the clients.”
For some, the journey into the financial services industry is accidental, but that wasn’t the case for Kelly Cartier of Cartier Financial. Thanks in part to guidance from her mother and grandmother, Kelly grew up determined to become a financial planner and help people manage their wealth. After working nearly 10 years at a local church preschool, Kelly went back to school, received her MBA, and became a financial professional. Over the next 12 years, Kelly excelled in different roles within the industry, but longed to create her own independent firm. In 2009, she founded Cartier Financial, a space where she could truly control her destiny and serve clients without restrictions. From financial guidance and wealth management to insurance services — Kelly believes every client’s journey is unique.
Don’t miss Episode 172: Forging the Path for Opportunity as Kelly Cartier joins Cambridge CEO Amy Webber to discuss:
- Why Kelly ventured into the independent space
- The steps she took to build her own practice
- How previous roles in financial services prepared her as a business owner
- The importance of succession planning
About Kelly Cartier
Kelly grew up in Florida and loves living surrounded by lakes and hills. She graduated from the University of Central Florida (UCF) with both her BA and MBA. Kelly enjoys giving back to the community and has served on several charity boards. She loves spending time with friends and family.
While attending UCF for her undergraduate degree, Kelly began working at the First United Methodist Church preschool. After almost 10 years working with students, Kelly went back to school and received her MBA. At that time, she decided it was time to take the next step and become a financial advisor. After several years as a branch manager and Vice President of Investments, Kelly decided it was time to find a different platform - one where she could feel truly independent. In 2009, Kelly opened Cartier Financial.
https://www.kcartierfinancial.com/team
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC to residents of AL, AZ, CA, CO, FL, GA, IA, ID, KY, MA, MD, MI, MN, MO, MS, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, and VA . Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cartier Financial, LLC and Cambridge Investment Research, Inc. are not affiliated.
Cambridge Premier Club award 2022 is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.