North County Inland
1500 E. Valley Parkway
Escondido, CA 92027
Escondido, Escondido Auto Park Way, Oceanside, San Marcos, Vista
State registrations: AZ, CA, FL, GA, KY, MA, NM, OR, TX, UT
CA Ins Lic #0B42873
Carlos began his investment career in 1993, and he continues to get great satisfaction from teaching his clients about financial products so that they leave the meeting with a better understanding than they came in with. He has an extensive background in retirement planning, both on individual and corporate levels. Carlos is well-versed in IRAs, 401(k)s, 403(b)s, defined benefit plans and pensions. He also specializes in the area of college planning. He is knowledgeable about the many uses of life insurance, including their use in estate, retirement and business planning. Carlos will provide you with the information, knowledge and guidance to help make a brighter financial future for you and your family. Carlos is bilingual and can also assist in providing investment advice to our Spanish-speaking members.
Carlos graduated from Cal Poly Pomona, where he majored in finance. He enjoys spending his free time with his family and participating in obstacle course racing.