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Photo of: Carlos Padial

Mr. Carlos Padial III

Associate Advisor

RJL Wealth Management
San Diego, CA
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Carlos's profile was created using:
  • Information provided by Carlos Padial
  • Profile is claimed [ edit ]
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Employment History

  • Associate Advisor
    RJL Wealth Management
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Board Memberships and Affiliations

No membership or affiliation information is available.
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Certifications

  • Series 6, 7, 66, and Life and Health
    FINRA
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Education

  • Business Management, Entrepreneurship
    LSU
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Biography

I am an independent financial planner with RJL Wealth Management working under Raymond J. Lucia, CFP one of the top financial planners in the country. I primarily help clients throughout the Southeast with assets ranging from 350k - 5 million. I specialize in preparing retirement income strategies for families that are currently retired or within 7 yrs of retirement. I have a Business Management degree from LSU and am currently one of the youngest CFP candidates in the country. You can request a complimentary consultation with me @ www.RJLWM.com or contact me directly.
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