Book Carlos

Besides working with clients, I enjoy teaching financial literacy and sharing from my many experiences in the financial services industry.

    • Topics

      Financial literacy topics can be simple or complex and include:

      • Banking (e.g. how to write a check)
      • Credit
      • Budgeting, debt, and savings
      • Business planning
      • Bankruptcy and asset protection
      • Setting financial goals
      • Career transition
      • Charitable planning
      • Tax preparation and planning (e.g. basics of a tax return)
      • Estate planning
      • Retirement planning

      The typical attendees are:

      • High-school students
      • College Student-Athletes anticipating on entering an upcoming draft
      • Current or retired athletes from a professional league (e.g. NFL, NBA, MLB, NHL, and MLS)

    • Who I Work With

      • High-school coaches
      • College Student-Athletics Directors
      • Player Engagement (e.g. NFL, NBA, MLB, NHL, and MLS)
      • Directors of organizations (e.g. NFLPA, NBPA, MLBPA, NHLPA, and MLSPU)

      Proud member:

      To set up an initial meeting, have your questions answered, and to see if we could be a good fit, use the “Book Appointment” button below.

    • Fees & Compensation

      To inquire on a speaking fee, please fill out the form below. Depending on the university or organization, there is an opportunity for a no-cost presentation.

Contact Carlos

Do you have a question for Carlos or would like him to speak at your next event? For booking information, media inquiries, or for financial, tax, and investment questions, please fill out the form below.