MEET CARLOS

I started Marbot Wealth because I believe quality financial guidance shouldn't be reserved for a select few. After experiencing firsthand how the right plan can change a person's trajectory — and seeing how many people were left without access to that kind of support — I knew I wanted to do something about it.

My path to financial planning wasn't the traditional one. With an MBA and a Master of Public Health, I came to this work through a lens most advisors don't have. Public health taught me to think in systems, to follow the evidence, and to care about the people who are too often overlooked. Finance gave me the tools to act on that.

I see financial health as part of a bigger picture. Your money touches everything — your stress, your relationships, your ability to make choices that align with what matters to you. My approach is holistic by design, because you're not a spreadsheet and your life doesn't fit neatly into a pie chart.

I founded Marbot Wealth on a simple conviction: financial independence is within reach for more people than the industry would have you believe. My job is to make that real — one relationship at a time.