Carter McClung, CFP®, CSLP®

Carter McClung, CFP®, CSLP®


Student loans, business and tax planning, comprehensive financial planning


Carter has a Bachelor of Science of Financial Planning & Wealth Management and Finance from the University of Delaware.


Certified Financial Planner™ (CFP®) Certified Student Loan Professional™ (CSLP®)

More About Carter

Carter McClung is a financial planner who is passionate about helping others clarify and focus on what's within their control to attain financial independence. Carter is an advocate of the new age of financial planning through education and advice over the old age of selling products.

When not saving student loan borrowers time and money, Carter works as a financial planner at Blue Rock Financial Group, writes a bi-weekly article and newsletter at, is an aspiring future Jiu Jitsu black belt and a future chess master, talks Stoicism with his local Stoicism group, and nerds out on all things health.