Carlos serves as a Partner and Managing Director at Creative Planning, working directly with clients
to develop and implement comprehensive financial plans to address their goals and complex
financial needs. Carlos and his team practice in the field of retirement & income planning,
investment management, tax strategy, estate planning, business succession planning, as well as
corporate stock option planning, executive compensation, liability & risk management, and
charitable strategy & planning. Carlos and his team focus first on a thorough understanding of a
client’s circumstances to provide a truly customized plan and investment approach to achieve their
goals.

Prior to joining Creative Planning, Carlos was a Vice President for a major national financial services
company. He was responsible for consulting with both clients and advisors on financial planning
strategies, creating advanced financial planning concepts training, and delivering presentation to
the public on market research and financial planning topics.

Carlos has been in the financial planning and investment industry for nearly three decades. He
received a Bachelor of Science degree in Business Finance and holds the prestigious CERTIFIED
FINANCIAL PLANNER® certification. Carlos earned his Master of Business Administration from
Westminster College in Salt Lake City. He is also member of the Financial Planning Association of
Puget Sound. Carlos was listed among the top financial advisors on Barron’s list of ‘Top Advisor
Rankings by State’ (2024)*.

Carlos and his wife Christy have been married over 25 years and have two wonderful children, Sara
and Grace who are both in college. In his spare time, Carlos enjoys spending time with his family
traveling. His family especially loves visiting Hawaii and Europe. He enjoys volunteering as a youth
recreation basketball coach

*Barron’sTop 1200 Financial Advisors by State: Awarded each March, based on data from a 12 -month period through
September 30.