Carlos was born in Guatemala City, Guatemala and then moved to New York City and Los Angeles. He went on to study at Cal Poly San Luis Obispo where he got a Bachelor’s degree in Applied Mathematics and minors in Physics and Finance. Carlos’ dream career was to become a financial advisor and plans to get his Certified Financial Planner certification soon.
Carlos’ goal is to help the people in his community by educating them on the importance of investing and saving their money. According to the Federal Reserve, 65% of white families have a retirement account, compared to 44% and 28% for Black and Hispanic families. Carlos wants to help close the gap and for all to continue to make strides for a better financial future.
When Carlos isn’t working you can find him at the racetrack, a baseball game (Go Yankees!), or on his quest to find the best margarita in town. He also plans on continuing his hobby of going to music festivals across the globe. When he is not exploring LA, he’s at home relaxing with his girlfriend and their cat Daphne.
Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies
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