Carlos has served our Members since 2009, and enjoys working with Members wherever they are on their retirement journey.
Helping school employees understand exactly how their pension works and how to supplement their income is his specialty. And while Carlos advises Members of the importance of saving for retirement early, even those who may be starting out later can still find a way to play catch-up. "Ultimately it's about making a difference in their lives,"he says. And while he explains that Members can meet with him as frequently as they want, he stresses the importance of meeting with an advisor on, at least, an annual basis.
Carlos earned his bachelor's degree from California State University, Fullerton, and is FINRA registered to sell securities."
In his spare time, Carlos enjoys spending quality time with his family, especially at Disneyland. He also plays guitar and likes to stay active.
To make an appointment with Carlos, call 800.462.8328, Ext. 4116, Option 1.
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 SchoolsFirst FCU 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. FR-3556543.1-0421-0523.
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