About

Carlos launched his career in financial services in 2020, beginning as a registered rep with New York Life, before joining The Retirement Group in 2021 as an operations manager working with six financial advisors. He has been with Wealth Enhancement since 2024, where he focuses on corporate employee financial planning, is responsible for managing client relationships, overseeing operations, and helping with new business development for the Mavar team.

Carlos lives in San Diego, California where he enjoys camping, hiking and all kinds of outdoor activities. He tries to visit two new national parks each year and is currently on #12. A foodie at heart who also enjoys watching baseball and MLS soccer with his family and friends.

Education

  • BS – Business Administration/Finance/International Relations, California State University, Chico, CA

Resources from Carlos Hernandez

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