Founder & Treasurer

The Tea3 Foundation is fortunate to have Deana as our Chief Financial Officer and founding board member. She is the founder and principal of Carter Financial, a boutique agency offering compassionate, customized investment and wealth management services.

A certified LPL Financial Advisor with 26 years of experience, and a commitment to her clients’ financial security, Deana has built strong ties with the community. As a Chartered Life Underwriter, Chartered Financial Consultant and Certified Divorce Financial Analyst, she is a respected member of the Southern California financial community.

Deana is a dedicated philanthropist and supports a number of nonprofit organizations, mentors teens, and offers free financial guidance to local charities. She was trained in economics at the University of Oxford, and has degrees in business and civil engineering.

When she’s not at work you can find her training for triathlons and Spartan Races.