Vice President, member of Rodriguez & Pineda Wealth Management Group
Guaynabo, Puerto Rico
“I specialize in building strong and lasting relationships with my clients and working to help them achieve their goals through a collaborative process.”
What fascinated Carlos about the finance was the way in which it seems entire world reacts within the market because of one marginal country event. He later earned his Bachelor’s degree in finance at University of Puerto Rico. Eventually, that initial curiosity led him to a career in wealth management. Carlos went on to hold positions with Oriental Bank and UBS Financial.
Carlos comes to HJ Sims with a passion for helping his clients achieve their goals as it creates a sense of satisfaction that drives him as a trusted advisor. He remembers a young physician with whom he started working years ago shortly after her graduation—she was worried because she was unsure if she would be able to afford to pay her student loans— today she is one of Carlos’ best clients.