Megan Carpenter

CEO & Co-Founder

Bio

Megan Carpenter is CEO and Co-Founder of FiComm Partners, an award-winning agency for RIA firms and financial advisors. FiComm exists to expand the impact of financial advice by leading human-centered business change through New Skool marketing, PR, and advisor marketing education. Recognized as a top-4 Industry Disruptor in 2020 by WealthManagement.com, FiComm’s services allow advisors to lead with authenticity, target their focus and drive to commercial success.

Recently named to the Investment News 40 Under 40 list, Meg’s expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences. Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth management community. Current recipients of her Pledge are the CFP Board Center for Financial Planning, Foundation for Financial Planning and the Impact Forum. Megan began her career at John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, at the age of 29. Megan merged her consulting business into her second business venture, FiComm Partners in 2014.

A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Schwab IMPACT, Pershing INSITE, Bob Veres’ Insider’s Forum, ECHELON Partners Deals and Deal Makers Summit, Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop and Top Advisory Firm Summit, In|Vest, FPA NorCal, MarketCounsel Summit, and the CFA Institute. In addition, she is a co-host of The New Skool podcast.

Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She sits on the Advisory Board of Absolute Engagement, a client engagement business, and the Board of Directors for the Los Angeles chapter of Entrepreneurs’ Organization (EO). Megan is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.

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