Carl W. Endy, CPA, CFP^®

Designations and licenses

Carl is a certified public accountant, CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Carl works with clients to provide comprehensive wealth plans that include investments, tax, trusts, insurance and estate planning to help them achieve their goals.

He has more than 20 years of experience developing financial plans, providing investment advice, and performing tax preparation and planning services.

Carl has a Bachelor of Business Administration degree in finance and economics from Temple University, a Master of Arts degree in finance from the University of Florida, and a master’s degree in taxation from Drexel University.

Carl’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.