Carlos is a Financial Advisor and Growth and Development Director at Northwestern Mutual, drawing on his background as a successful entrepreneur. He holds a Bachelor of Science in Business and Marketing from The University of Texas at Austin and is committed to helping clients with risk management and investment strategies.
As a husband and father who relocated from San Antonio to Honolulu in 2018, Carlos is passionate about family. His work is driven by a mission to guide other individuals and families toward achieving their own financial goals and securing a brighter future.
After building several successful businesses, he pivoted his career to focus entirely on helping others achieve financial freedom.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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