Meet the Crescendo team.

An award-winning storyteller turned Series 65 advisor, Dan blends 27 years of financial expertise with a knack for making numbers sing, helping clients orchestrate predictable income and make a generational impact.

Dan Carter

Founder & Investment Adviser Representative (IAR)

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Debbie Carter

Client Care Coordinator

The first friendly voice you’ll hear and the steady hand behind every follow-up. Debbie pairs diverse career experience with an eye for details to be sure paperwork, appointments, and questions are handled kindly, accurately, and as quickly as possible.

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A problem-solver by nature, Letty manages account maintenance, transfer logistics, and digital onboarding. Her mission: make every client interaction seamless so you can focus on enjoying life, not chasing forms.

Letty Soliz

Client Relationship Specialist

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Contact Us Today

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Crescendo Financial Solutions, Inc.

2851 N. Ventura Rd., Suite 102

Oxnard, CA 93036

CA License #0C32681

Investment Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. Crescendo Financial Solutions and CreativeOne Wealth, LLC are not affiliated.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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