Personalized Wealth Management - Carlos Salmon

Hi there, I'm Carlos! Everyone calls me "Los".

Carlos Salmon, CFP^®, CIMA^®, CPWA^®

Certified Financial Planner^®
Certified Exit Planner^TM
Certified Investment Management Analyst^®
Certified Private Wealth Advisor^®

My passion for developing deep relationships led me to the financial services industry in 2010.

Today, I lead a fiduciary financial planning practice and oversee the financial affairs of physicians, high-earning professionals, business owners, and individuals in the Retirement Red Zone—the critical five years before and after retirement.

I’m a first-generation American of Jamaican descent, married to a loving Greek wife, Eirini, and we’re blessed to have two wonderful boys. As a former NCAA Division-1 tennis player, I still love to play, and I also try to sneak in a round (or two) of golf whenever I can.

My Core Values

Κύρος ["Kyros" -- pronounced "key-ros"] is a Greek term used to describe strong core values.

I'm committed to my core values:

Integrity
Communication
Transparency
Trust

What sets me apart?

I believe that earning your trust begins with taking the time to get to know you -- your values, priorities, and passions. This insight gives me the ability to create a Private Client experience tailored to you and only you. Then, as our relationship deepens, I collaborate with your other professional to surround you with a team of expert advisors that synchronize all the moving pieces in your life and provide support whenever and wherever you need it.