Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English, Spanish
Carlos has over 25 years of industry experience (20 in management). He grew up in the DC area and received his Bachelor of Science degree in Decision Science and Management Information Systems and graduated Cum Laude from the Business School at George Mason University in 1994. He subsequently finished the CFP program at George Washington University and earned his CFP® designation in 1999. He and his wife are raising their two sons in Northern Virginia.
As a Financial Advisor, you’ll get the opportunity each day to see how you impact individuals, families and small businesses for the better. You’ll help your clients navigate challenges that many of them find complex and confusing such preparing for retirement, saving for college, and other issues. Helping clients with financial solutions can be the way you give back and pay it forward with your knowledge and expertise.
Check the background of this investment professional on FINRA’s BrokerCheck
530 Gaither Rd #350
Rockville, MD 20850