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.

Contact this advisor

Recently Published

What to do with Sudden Money

April 20, 2020

  In the coming days and weeks many Americans are expecting stimulus checks if they haven’t already been direct deposited. If you want to know how much you can expect, here’s a good resource for determining what you will be eligible … Read More

Read the full post →

Our Favorite Games to Play While Stuck at Home

April 6, 2020

Many of us are finding ourselves working from home for the first time, and to top it off, the kids are home during the day as well. So, in addition to trying to be productive remotely, you also have to … Read More

Read the full post →

PAX South 2020

February 19, 2020

Recently my son and I went to PAX South for his 10th birthday. We just went for Sunday because that was his actual birthday, and because his ticket for the day was only $10. Instead of me doing a write-up … Read More

Read the full post →

Visit the blog →

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

Loading...