Carlos Bernabe

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

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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The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services 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 Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, 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 Wealth Management. Securities and insurance offered through LPL or its affiliates are

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