Carlos Bernabe

Carlos Bernabe

Senior Client Services Associate - CA Insurance License #0L74999

Phone: (714) 885-7596

About Carlos

With a great passion for financial services and a strong dedication to clients, Carlos contributes vast knowledge and skill to our Client Experience Team. He joins Orange County’s Retirement & Investment Services with previous experience from both Wells Fargo and State Farm, and currently holds his California Life Insurance License.

Having obtained an Associate of Science degree in Mathematics, Carlos is now pursuing a Bachelor’s degree in Economics and Mathematics with the goal of becoming a financial advisor one day. In his free time, Carlos likes to stay active by playing water polo, and recently started snowboarding and white water rafting.

Carlos Bernabe

Carlos Bernabe

Senior Client Services Associate - CA Insurance License #0L74999

Phone: (714) 885-7596

About Carlos

With a great passion for financial services and a strong dedication to clients, Carlos contributes vast knowledge and skill to our Client Experience Team. He joins Orange County’s Retirement & Investment Services with previous experience from both Wells Fargo and State Farm, and currently holds his California Life Insurance License.

Having obtained an Associate of Science degree in Mathematics, Carlos is now pursuing a Bachelor’s degree in Economics and Mathematics with the goal of becoming a financial advisor one day. In his free time, Carlos likes to stay active by playing water polo, and recently started snowboarding and white water rafting.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value