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Kelly Cartier

My journey is about bettering my hometown community. I believe in planning for the expected - and the unexpected. I am a CFP®.
Kelly Cartier

I am independent. I am Kelly Cartier.

My journey is about bettering my hometown community. I believe in planning for the expected – and the unexpected. I am a Certified Financial Planner™ professional. This photo is of my team at a banquet celebrating our five year anniversary of serving clients with independence. I grew up in Clermont, Florida, and enjoy giving back to my community. I am a founding board member of The Greater Clermont Cancer Foundation, a supporter of the South Lake Animal League, and a former board member for the Community Foundation of South Lake.

Who we are:

Cartier Financial, LLC is located in Clermont, Florida, nicknamed the “Gem of the Hills” since it is one of the few areas in Central Florida that possesses pleasant, rolling hills. Our goal at Cartier Financial is to work as a team with our clients’ attorneys and accountants to facilitate estate planning and tax planning for our clients.

What we do:

We offer an array of services to manage and build wealth including advisory services, cash management, portfolio reviews, asset allocation, education planning, retirement strategies, estate conservation, and more. Our firm is dedicated to maintaining excellent service to each client, with every interaction we have with them.

Why we do it:

Our mission at Cartier Financial is to improve the financial security of our clients. Our focus is on building trust and long-term relationships, not transactions. We strive to provide exceptional service and make a difference in the lives of our clients.

Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

Kelly Cartier, MBA, CFP®, Founder – Cartier Financial, LLC. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cartier Financial, LLC and Cambridge are not affiliated.

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