Carlos serves as a Managing Director at Creative Planning, working directly with you to develop a cohesive strategy to meet your most complex goals and financial needs. He will use comprehensive techniques to create effective wealth management strategies in the areas of retirement income planning, investment management, estate and legacy planning and tax minimization strategies for your portfolio. Carlos will work with you personally to understand your objectives and provide you with a customized plan to achieve your goals and dreams. The single most important characteristic is that he will listen to you tell your unique story and ensure a plan is in place to accomplish what is most important to you and your family.
Prior to joining Creative Planning, Carlos was a Vice President for a major national financial services company. His primary responsibilities provided him opportunities to create investment planning education for the firm’s account executives and to coach them on how to properly provide guidance in building financial plans for their clients. He led a team to create the 2013 tax law changes education program to inform clients on thoughtful approaches to minimizing taxes in their portfolios.
Carlos has been in the financial planning and investment industry for over 25 years. He received a Bachelor of Science degree in Business Finance and also holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Carlos earned his Master of Business Administration from Westminster College in Salt Lake City. He is also member of the Financial Planning Association.
Carlos and his wife Christy have been married 18 years and have two wonderful children, Sara and Grace. In his spare time, Carlos enjoys spending time skiing, hiking and traveling with his family. His family especially loves visiting Hawaii and Europe.