Carsten Lester

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 03/2023
  Dowling & Yahnke, Llc
  San Diego, CA
• 09/2022 → Present
  Corient
  San Diego, CA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 10/2020 → 04/2021
  Axos Bank
  San Diego, CA
• 06/2018 → 09/2020
  Vanberg Construction
  San Diego, CA
• 06/2016 → 06/2018
  Surf Diva Surf School
  San Diego, CA
• 09/2016 → 05/2020
  San Diego State University
  San Diego, CA

Designations

• Certified Financial Planner