Broker Check

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

<strong>Carlos Salmon, CFP<sup>&#174;</sup>, CIMA<sup>&#174;</sup>,  CPWA<sup>&#174;</sup></strong>

Carlos Salmon, CFP®, CIMA®, CPWA®

   Certified Financial Planner®
   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 oversee the financial affairs of seasoned business owners in the construction and manufacturing industries, medical professionals, and working professionals who receive equity as part of their total compensation.

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, Nathaniel & Alexander. 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.

<strong>My Core Values</strong>

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. 

Relationship Focused

Relationship Focused

A personalized and holistic experience centered on you -- your values, passions, and priorities.

Fee Transparency

Fee Transparency

A transparent fee schedule that's simple and easy to understand. 

Fiduciary

Fiduciary

“Fiduci-what?" Simply put, I'm committed to ensuring your financial interests are safeguarded with integrity.

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