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Portland Five Star award winner
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PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Wealth Manager award winner 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  • Portland Rose Festival Foundation Director of the Year 2013, 2015

 

Carla has been working with individuals and businesses in the area since 1996 and with LPL Financial since 2002.  Carla has extensive personal and professional experience.  She is dedicated to developing lasting relationships with all of her clients. She believes in helping you assess your financial goals and participates in the management of your finances.

One of the benefits of working with her firm is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more independent financial future.

She and her husband Gary have been married for forty years and enjoy serving together in their community of Portland, Oregon.  Their passion is the world renown Portland Rose Festival with designing and building floats.  Additionally, they both grow and show roses in their garden of 65 rose bushes.  Their home is filled with trophies, ribbons and many festival pins and memorabilia of great times and friendships. Travel, grandchildren, pets and hand crafts fill the rest of her free time with joy and passion.

Carla's professional credentials include a Warner Pacific B.S. in Business Administration, Securities registrations 7, 24, 63, 66 held through LPL Financial and Insurance licenses for Oregon, Washington, and California in health, life, long-term disability and annuities. 

 

This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 07/31/2024 through 12/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1948 Portland-area wealth managers were considered for the award; 97 (5 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,672, 100, 6%, 5/1/24, 7/10/23 - 1/31/24; 2023: 1,490, 98, 6.5%, 5/1/23, 7/11/22 - 1/13/23; 2022: 855, 86, 10%, 5/1/22, 7/19/21 - 1/21/22; 2021: 900, 96, 11%, 5/1/21, 7/13/20 - 1/22/21; 2020: 824, 85, 10%, 4/1/20, 6/1/19 - 2/7/20; 2019: 848, 100, 12%, 4/1/19, 7/19/18 - 2/11/19; 2018: 814, 94, 12%, 4/1/18, 7/21/17 - 2/13/18; 2017: 902, 217, 24%, 4/1/17, 7/25/16 - 2/15/17; 2016: 811, 223, 27%, 3/1/17, 9/16/15 - 2/12/16; 2015: 1107, 224, 20%, 4/1/15, 9/16/14 - 2/12/15; 2014: 1558, 190, 12%, 4/1/14, 9/16/13 - 2/12/14; 2013: 2551, 330, 13%, 4/1/13, 9/16/12 - 2/12/13; 2012: 1454, 260, 18%, 4/1/12, 9/16/11 - 2/12/12.
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Carla Stenberg is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IL, NC, OH, OK, OR, TX, WA.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.