Carlo has over 20 years of experience in the financial services industry and has been helping our members with wealth management and estate planning. As a Certified Financial Planner™ professional, Carlo is committed to building long-term relationships and providing the guidance our members need to accumulate wealth during their working years and productively manage their wealth during retirement. Carlo holds a Master of Science in Business Administration (MSBA) with emphasis on Financial and Tax Planning, Bachelor’s Degree in Economics, and an Advanced Certification in Executive Financial Planning from San Diego State University. When he’s not working, Carlo enjoys spending time with his wife, Joy, and their 6 active boys.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.