Carter C. Benkendorfer,  CFP<sup>&reg;</sup> - Financial Advisor

Carter C. Benkendorfer, CFP®

ChFC

Financial Advisor

Bergstrom Benkendorfer

101 N. Shoreline Boulevard, Ste 560
Corpus Christi, TX 78401
(361) 884-6347

General

Carter Benkendorfer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bergstrom Benkendorfer in Corpus Christi, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds

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