About Carrera Retirement Company

Delivering sound financial planning and personalized investment strategies is the focus behind everything we do at Carrera Retirement Company. By regularly comparing our clients’ current situation with established realistic objectives for the future, we can jointly identify the best approach to reach our clients goals.

Our in-depth and ongoing analysis makes it possible for Carrera Retirement Company to work closely with our clients to create and follow a realistic road-map, designed to address important financial and lifetime goals.

Carrera Retirement Company clients have include:

  • Medical Groups
  • Dental Groups
  • Sales Representatives
  • Law offices
  • CPA offices
  • Contractors
  • Real Estate groups
  • Manufacturing companies
  • Aviation companies
  • Computer consulting firms
  • Marketing companies
  • Small business owners
  • Retired individuals and couples
  • Corporate Executives

We work extensively with closely held businesses. Our goal is to develop and maintain a relationship with the owners as well as their legal and financial advisors. We want our clients to feel like their financial plan works for them, not the other way around.

Code of Ethics

In accordance with the principles set forth by the CERTIFIED FINANCIAL PLANNER™ Board, Carrera Retirement Company will adhere to the following principals:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence

At Carrera Retirement Company, we want to ensure our client’s employee benefit plans and individual accounts are in compliance with ERISA, FINRA, and the fiduciary standards of the Internal Revenue Code.

Laura Carrera is not CERTIFIED FINANCIAL PLANNER™ at this time, but she is currently working towards that goal.

About Laura Warnock Carrera

Laura Warnock CarreraDrawing on more than 15 years of financial consulting experience at Smith Barney and Wells Fargo, Laura established her independent financial planning firm Carerra Retirement Company in 2007 to specialize in business retirement plans, executive benefits, and unique financial planning solutions.

Education:
Bachelor of Science -
University of Southern California

Professional Designations
& Licenses:

Securities Series 7, 63, 65 registrations held with LPL Financial
Life/Health Insurance License

Community Involvement:

  • 2011 President of CREW Utah (Commercial Real Estate Women)
  • Member of Western Pension & Benefit Conference
  • Member of Women’s Business Forum, Salt Lake Chamber
  • Member of Women in Insurance and Financial Services (WIFS-UT)
  • Member of Utah Nonprofit Association (UNA)
  • Past Board Chairperson of Tree Utah
  • Past Board Member of the Arthritis Foundation
  • Founder and Past President of University of Southern California (USC) Alumni Club of Utah

Getting started in Business:
I have always been interested in assisting business owners and individuals plan for their future. When a person’s financial world is in order, they are more free to follow their passions and do what they do best.