Carlos Bernabe
Senior Client Services Associate - CA Insurance License #0L74999
Phone: (714) 885-7582
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 Wealth Management 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
Senior Client Services Associate - CA Insurance License #0L74999
Phone: (714) 885-7582
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 Wealth Management 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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