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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XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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