Sr. Financial Planner
Carlos is a Senior Financial Planner at Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He brings over nine years of experience in the financial services industry, and has been helping clients achieve their personal financial goals for the last four years. Carlos enjoys building long-term relationships and empowering his clients to succeed with money.
He is a subject matter expert in student loan planning. Carlos focuses on helping clients attack their debt without putting their life on hold, and has hosted conferences on mastering cash flow, living debt-free, and investing for retirement. He also has extensive knowledge of military benefits for service members and veterans, and partners with “Homes For Our Troops” to provide financial planning to severely injured Post-9/11 veterans and their families.
Carlos loves to stay active in his free time—training Brazilian Jiu-Jitsu, watching sports, traveling, listening to Jazz, and serving our country as a member of the Air Force Reserve.
Education: William Paterson University (BS)
"“How you do anything is how you do everything.”- T. Harv Eker"
Get to know Carlos
All five siblings together
Date night at the Boise Balloon Festival
4th of July at Fort Lee, Virginia
What's the last book you read?
What's your favorite movie?
Rocky (all of them!)
Where's your favorite place in the world?
What's the coolest thing you're working on right now?
Photography project—a tribute to my hometown of Paterson, New Jersey