Accreditations:
- B.S. Finance, Lehigh University, 1990
- Chartered Financial Consultant, American College, 1996
- Chartered Life Underwriter, American College, 1998
- CERTIFIED FINANCIAL PLANNER™ professional, College of Financial Planning, 1999
Professional Memberships:
- Association of Insurance and Financial Advisors
- Society of Financial Service Professionals
Jay Carpenter joined Karr Barth Associates in 1990 upon graduating from Lehigh University. Jay's financial planning practice has an emphasis on retirement planning and distribution planning. Jay manages over $150 million for his clients.
He lives with his wife, Sukie, and sons, Brady and Shane, in Malvern, Pennsylvania.