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Isaiah Carter

Isaiah Carter

Paraplanner

+1 (480) 378-2777

Support@Solanafg.com

 As a Paraplanner at Solana Financial Group, I work closely with our advisors to support the financial planning process and help prepare for client meetings and long-term planning discussions. My role includes assisting with meeting preparation, organizing financial information, reviewing planning details, and helping ensure advisors are equipped to provide thoughtful and personalized guidance to clients. Being part of the planning process has given me valuable experience and continues to strengthen my understanding of the financial services industry as I work toward becoming a financial advisor.

I enjoy working in a collaborative environment where I can continue learning, growing professionally, and contributing to the client experience. I am passionate about building meaningful relationships with people and helping individuals and families work toward their financial goals with confidence and clarity.

Outside of work, I enjoy reading and continually educating myself through books and personal development. Sports have also always been an important part of my life, providing both competition and an opportunity to stay active and connected with others.

I am also deeply involved in my community and church. Redeemer Bible Church is my home church, where I value faith, community, and service. In addition, I serve as a coach for East Valley Athletes for Christ, mentoring young athletes both on and off the field. I also volunteer as a camp counselor for Royal Family Kids Camp, where I have the privilege of supporting and encouraging children in foster care through meaningful experiences and mentorship.