Direct Phone: 301-250-3362
Direct Fax: 608-236-6921
Located in: Guaynabo, PR
Covers: Puerto Rico
Check the background of this investment professional on FINRA BrokerCheck.
Carlos is a Financial Advisor registered through CUNA Brokerage Services, Inc. located at Pentagon Federal Credit Union. His primary goal is to help guide Credit Union members in Puerto Rico to financial success by identifying and planning for what is most important to them. Carlos offers members a holistic financial picture and works in collaboration with the credit union to best assist his members.
During his years in the financial services industry, he has invested the time to obtain the education and experience needed to help his clients and ensure they are in the right path to reach their financial goals.
Carlos is passionate about delivering excellent service and helping members make more informed financial decisions.
In his spare time, he enjoys spending time with his family, he is part of the Puerto Rico Masters Swimming League. He also enjoys surfing and other water sports.
It’s easy to get started. Please contact Carlos for a no-cost, no-obligation consultation.
Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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