Our Firm

Delivering sound financial planning and personalized investment strategies is the focus behind everything we do at Carrera Retirement Company. By regularly comparing our clients' current situation with established realistic objectives for the future, we can jointly identify the best approach to work towards our clients goals.

Our in-depth and ongoing analysis makes it possible for Carrera Retirement Company to work closely with our clients to create and follow a realistic road-map, designed to address important financial and lifetime goals.

Carrera Retirement Company clients have include:

  • Medical Groups
  • Dental Groups
  • Sales Representatives
  • Law offices
  • CPA offices
  • Contractors
  • Real Estate groups
  • Manufacturing companies
  • Aviation companies
  • Computer consulting firms
  • Marketing companies
  • Small business owners
  • Retired individuals and couples
  • Corporate Executives

We work extensively with closely held businesses. Our goal is to develop and maintain a relationship with the owners as well as their legal and other advisors. We want our clients to feel like their financial plan works for them, not the other way around.

Code of Ethics

In accordance with the principles set forth by the CERTIFIED FINANCIAL PLANNER™ Board, Carrera Retirement Company will adhere to the following principals:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence

At Carrera Retirement Company, we want to ensure our client's employee benefit plans and individual accounts are in compliance with ERISA, FINRA, and the fiduciary standards of the Internal Revenue Code.

Laura Carrera is not a CERTIFIED FINANCIAL PLANNER™ at this time, but she is currently working towards that goal.