Carlos began his career in the financial service industry in 1988 and has over 34 years’ experience specializing in retirement plans for educators, specifically in the Higher Education market.
He holds FINRA registrations Series 6, 63, 65 and is registered by the Texas State Department on Insurance. Additionally, Carlos is a Certified Funds Specialist, CFS. A certification indicating an individual’s expertise in open-end & closed-end mutual funds, fixed & variable annuities, and REITs.
In 2000, he decided to partner with ISC Group because they were the best fit for him and his clients in terms of the investment platform and investment options.
Because of this, he is better able to create, monitor and adjust a custom-tailored retirement portfolio based on the client’s needs.
His goal is to provide his clients with the most suitable investments possible from the beginning to the end, so that they can meet their financial goals and retirement dreams.