Donnie J Carpenter, CFP® First Move Financial

About Donnie J Carpenter, CFP®

 

I’m Donnie J Carpenter, CFP®, the president and owner of First Move Financial, LLC, and this is my story:

I grew up in an upper-middle class family, my dad being the first in our family to graduate college. After seeing my parents struggle through paying for my college and other common financial issues (remember the dot com bubble?) I decided that I wanted to help people with their money, but didn’t know how.

In pursuing my wife and wanting a good reason to stay in Lubbock, I entered the Masters program for Personal Financial Planning at Texas Tech University, earning my degree in 2006. After my graduation it was my wife’s turn to earn her Masters, so we moved to Corvallis, Oregon, for her to study Creative Writing at Oregon State University. In 2016, we moved back to the Houston area to be closer to family.

During my career I’ve spent over three months unemployed, worked for six companies, bought three homes, sold two homes, and made my fair share of mistakes. My longest term job was working for a software company, where I was the in-house financial planning expert.

I have been active in my local church when and where I can. I’m also a member of the Financial Planning Association and recently helped coordinate the FPA NexGen Gathering for 2016 and 2017, a small conference for financial planners under the age 36. My wife and I now live in The Woodlands, Texas, where we enjoy spending time with our kids, being outdoors, and board gaming with friends.

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Ideal Clients

  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: 1% of income + 0.25% of net worth / 12

SEC Records

States Registered

  • Texas

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