Personal Guidance For Real-Life Goals
Get free financial guidance, tools, and support to help you manage money with confidence.
Support for Your Financial Goals
Free and low-cost financial counseling, debt management guidance, and personalized education.
GreenPath Financial Wellness is a nonprofit NFCC-certified organization.
Their counselors are here to help you — not sell you anything.
Free Financial Counseling
Meet with a certified expert who will provide free financial and debt counseling without a sales pitch.
Debt Management Plan
If you’re stressed about credit card debt, GreenPath can work with your creditors to develop a mutually agreeable payment plan to stop collection calls, lower interest rates and save you money.
Housing Services
GreenPath’s housing experts offer foreclosure prevention services, home buyer preparation assistance, and reverse mortgage counseling.
Credit Report Review
Learn how to better understand your credit report and how to manage your credit score.
Student Loan Counseling
GreenPath will guide you through all the student loan repayment options that can postpone or lower your payments. Learn the pros and cons of each strategy so you can make an informed decision.
Bankruptcy Counseling
GreenPath is approved by the U.S. Department of Justice to provide the bankruptcy counseling required to file chapter 7 or 13. They are also approved to provide the education course necessary to discharge your debts.
Retirement & Financial Planning
The Wheelhouse Credit Union Wealth Management™ program is offered through LPL Financial.
Retirement Planning
Our Financial Professional, registered through LPL Financial, will outline a retirement plan to match your budget and target dates.
- Retirement and income strategies
- IRAs and 401(k) rollovers
- Guaranteed lifetime income programs
Financial Planning
Our experienced Financial Professional is committed to your health and well-being, and will provide flexible options to help you pursue your goals.
- Retirement planning and guidance
- IRAs, rollovers, and transfers
- College savings and life insurance options
Wealth Management
Our Financial Professional provides personalized guidance and resources to help Wheelhouse Members save, invest, and plan for the future.
- Stocks, mutual funds, bonds, and brokered CD investing
- Tax-efficient and income-focused strategies
- Estate planning and wealth preservation
Meet Carlos
Carlos Carillo, LPL Financial Advisor, dedicated to supporting Wheelhouse Members
CA Insurance Lic. #0805467
Direct Phone: 619-278-5891
Located in: San Diego, CA
Covers: AZ, CA, FL, IA, ID, LA, MI, MN, MT, NC, NE, NM, NV, NY, OR, TX, UT, VA, WA
California Resident Insurance Agent Information
Name as filed with the CA Insurance Commission:
Carlos Carrillo
State of Domicile and Principal Place of Business: California | Wheelhouse Credit Union | 320 B Street, San Diego CA 92101
Check the background of this investment professional on FINRA BrokerCheck.
Helpful Financial Calculators
Use these free tools to get a clearer picture of your finances and make smarter decisions with your money.
Spending Calculator
Track where your money goes each month. Identify spending patterns and find opportunities to cut back and save more.
Cash Flow Tracker
Understand the flow of money in and out of your household. See your net cash position and plan for upcoming expenses.
Save vs. Pay Down Debt
Not sure whether to save or pay off debt first? This tool helps you compare both paths and find the best strategy for your situation.
Ready to take the next step?
Your financial future starts with one conversation. Connect with a GreenPath counselor today — no pressure, no judgment, just honest guidance from people who care.
Disclosures
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Need help? We’re here.
Multiple ways to connect with us, whenever you need support.
Call Us
Speak with a member service representative
619-297-4835Mon-Fri: 8am-5pm
Sat: 9am-2pm
Contact Us
Reach out and a team member will follow up
Visit a Branch
Stop by one of our 4 San Diego locations