Carlos is a Financial Advisor with Genesis Wealth Management and has FINRA Series 7 and 66 registrations held by LPL Financial.
Carlos’ primary mission is to understand his clients specific needs and wants, and then follow through with sound actionable financial advice and strategies to help his clients pursue their financial security through the creation, growth, preservation, and transfer of their wealth. Carlos addresses these wealth phases through a comprehensive wealth management process that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to joining Genesis Wealth Management, Carlos acquired 17 years of financial industry experience serving his clients in various roles and most recently served as a Financial Advisor to high net worth clients at Merrill Lynch Wealth Management and prior to that as a Trust Officer to high net worth clients at USAA Wealth Management Trust Services.
Carlos graduated from The University of Texas at San Antonio with a Bachelors degree in Business Administration. He values his time with his family. He is married to Gina and they are the proud parents to their children Javi, Gabbi, Emily and Joseph. On his spare time, Carlos enjoys spending time with friends and family and also enjoys watching Houston Astros baseball.
