Carlos Milsap
Wealth Building Strategist | Expertise in Wealth Building
- Role
- Wealth Building Strategist at Our Infinite Company
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Carlos Milsap
As a Wealth Building Strategist at FEG, I have been helping clients achieve their…
Experience
Wealth Building Strategist
Jul 2022 — Present · CA, US
Education
San José State University
Bachelor's degree, Organizational Management
1982 — 1985
Skills
- Financial Planning
- Mortgage Lending
- Customer Service
- Retirement
- Strategic Financial Planning
- Selling
- Loans
- Life Insurance
- Finance
- Financial Services
- Financial Analysis
- Financial Advisory
- Disability Insurance
- Retirement Planning
- Sales
- Term Life Insurance
- Small Business
- Fixed Annuities
- Marketing
- Investments
- Business Development
- Strategic Planning
- Health Insurance
- Insurance
- Banking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.