BRice Carter, CFP®, CIMA®, ChFC ®, CAP®, CDAA, MSFS
brice@fsgmichigan.com
517-347-4337
Brice has been a Financial Advisor with Financial Strategies Group since 2011. He is a proud graduate of Central Michigan University, where he earned a Bachelor of Science in Business Administration, majoring in Personal Financial Planning. After finishing his internship at FSG, he graduated from CMU and completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) making him one of the youngest individuals to receive the designation. Additionally, Brice has also completed the requirements to become a Chartered Financial Consultant®, a Certified Investment Management Analyst® (CIMA®), a Chartered Advisor in Philanthropy (CAP®), a Certified Digital Asset Advisor, and earned a Masters of Science in Financial Services (MSFS) from The American College of Financial Services.
Brice resides with his wife, Cori, daughters, Chloe, Bree, and Quinn, and their dog, Thor, in Fenton, MI. Brice enjoys many physical activities in his off time, such as Brazilian Jiu-Jitsu, where he is an active competitor, as well as hunting both in Michigan and the American West. His motto is: “One does not plan to fail, they fail to plan” and he hopes to help his clients meet their financial goals with plans catered to their needs.
Please note that Brice currently specializes in bringing on new clients with $500K or more in investable assets or referrals from current clients .
