Carlos Curiel
Vice President of Wealth Management Sequoia Wealth Advisors @LPL Financial
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WORK HISTORY
Vice President of Wealth Management Sequoia Wealth Advisors @LPL Financial
Securities and advisory services offered through LPL Financial, registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit:
EDUCATION
University of California, San Diego
Bachelor of Science (B.S.)
SKILLS
ABOUT CARLOS CURIEL
My name is Carlos Curiel, an LPL Financial Advisor with 16 years of experience, all with Foresters Financial (formerly First Investors). I recently joined the Sequoia Wealth Advisors team because I craved a better platform to help my clients with in this ever changing financial landscape. I’m also currently a member of the Million Dollar Round Table (MDRT).While I grew up in San Jose, I graduated from the University of California, San Diego with a Bachelor of Science degree in Econ-Management Science. When I first started in the business, I asked my uncle who sold life insurance for career advice. He told me to never focus on the commission but rather, to always do my very best for every client, even if it meant not making a sale. It was from this simple advice that I’ve facilitated my thriving business. Being an advisor allows me to connect with clients on a personal level, building long-lasting relationships built on trust and sound guidance. It’s so rewarding to see my clients – as well as their children – experience the different stages and big moments of life. My clients are like family to me.I offer clients a broad range of services and products, including retirement planning, distribution planning, college planning, and life insurance. Most clients are from the Bay Area, and nearing retirement or already retired and looking to maintain their financial freedom. I am proud to say that many of my clients are educators and employees in East Side Union High School District, my former school district.When I am away from the office, I enjoy spending time with my college sweetheart and our two children, traveling and exploring new places. I relish in the opportunity to bring my friends and family together for a barbeque as well as attending my favorite baseball and football teams’ games.If you’re interested in working with me, please get in touch at 40••••••00 or c•••••@sequoiawa.com. I would love to meet you and help you the best I can!
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