Joseph A. Carpenter Biography

 

 

Email Address:  carpenterj@hdvest.net

Education and Designations

Charter Retirement Planning Coordinator (CRPC)

Certified Fund Specialist (CFS)

Certified Senior Advisor (CSA)

Institute of Business & Finance, La Jolla, CA

College of Financial Planning, Denver, CO

Robert Morris College, Pittsburgh, PA

Licenses

Life, Accident and Health Insurance

Series 6 and 63*

Experience

Registered Representative*, H.D. Vest Investment ServicesSM

Accountant, Carpenter + Carpenter, CPAs

Past President, Institute of Management Accountants

Past Vice-President, Westmont Kiwanis

Past Vice Chairman, Westmont Hilltop Recreation Commission

Past Vice President, Westmont Borough Council

Retired West Hills Regional Police Commissioner

Board of Directors of Home Builders Association of the Alleghenies

Board of Directors of Community Arts Center of Cambria County

Steering Committee March of Dimes Walk America

Featured in financial articles in The Tribune Democrat

Quoted in Account Technology national magazine

Featured in Practical Accountant national publication

Quoted in National Underwriter, Life & Health national publication

Platinum member of Scudder Executive Council

Activities

Real Estate

Skiing

Ice-skating

Traveling

Family

 

*These services are offered by Joe Carpenter through his affiliation with H.D. Vest Investment Services SM.