Client Services Associate
Carlos is our Client Services Associate and part of our Member Experience Team. He has an Associate of Science degree in Mathematics and is pursuing a Bachelor’s degree in Economics and Mathematics. Carlos is working towards becoming a financial advisor one day. With previous experience from Wells Fargo and State Farm, Carlos knew he wanted to help individuals with unexpected situations and in the achievement of their long-term financial goals. In his free time, Carlos likes to stay active by playing water polo, and he 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 Orange County's Credit Union Guaranteed||Not Orange County's Credit Union Deposits or Obligations||May Lose Value|