Designations and Licenses

Carlos is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Carlos provides clients with personalized wealth management solutions including financial planning, tax preparation, investing and reporting to help them reach their goals.

Prior to joining Mariner, he served as an associate wealth advisor at Mercer Advisors where he assisted in financial planning and wealth management for high-net-worth clients. Prior to that, he worked for Foresters Advisory Services as an investment advisor.

Carlos has a bachelor’s degree in business administration with an emphasis in finance from The University of Texas at Arlington. He is a member of the Financial Planning Association of Houston and the Houston Estate and Financial Forum.

Personal Interests

In his spare time, Carlos enjoys watching MotoGP, Formula 1, traveling and candle-making.