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Retirement & Investing

Plan for Tomorrow with Confidence

Whether you’re preparing for retirement, building wealth, or planning major life goals, our financial professionals can help create a strategy that fits your future.

Schedule an Appointment

Retirement & Investments are in our Wheelhouse

From retirement planning to insurance options to investment opportunities, our experienced Financial Professional has the resources you need to plan for a healthy financial future. The Wheelhouse Credit Union Wealth Management™ program is offered through LPL Financial. For more information about LPL Financial, please visit www.lpl.com.

Retirement Planning

Our Financial Professional, registered through LPL Financial, will outline a retirement plan to match your budget and retirement target dates. The Financial Professional is available for private in-person meetings and telephone calls, so you can meet in the way that best suits you.

  • Personal financial reviews
  • Guaranteed lifetime income programs
  • Retirement planning based on your risk tolerance
  • Post retirement support
  • 401(k) Rollover services
  • IRAs
Cheerful mature husband man cutting vegetables cooking food meal in the kitchen while his wife woman embracing hugging him helping prepare salad together at home
Shot of a black family reading a book in bed at home

Financial Planning

We take great pride in working with Wheelhouse Credit Union Members to create comprehensive financial plans to help them work toward their goals. We know that planning provides the structure necessary to succeed. We also know that taking small steps towards your life objectives makes it less stressful and more enjoyable.

Our experienced Financial Professional is committed to your health and well-being, and will provide flexible options to help you pursue your goals, including:

  • 401(k) Rollover services
  • Roth & Traditional IRAs
  • IRA transfers
  • Life insurance protection
  • Tax-deferred investing
  • Retirement planning
  • Saving for college

Wealth Management

Our Financial Professional is well-recognized as a thoughtful investment representative, one who provides Wheelhouse Credit Union Members with the resources they need to save, invest and manage their assets, through:

  • Estate planning
  • Mutual funds
  • Tax strategies
  • Annuities and bonds
  • Brokered CDs
  • Stocks

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you seek personalized advice from qualified professionals regarding all personal finance issues.

Meet Your Financial Professional

Carlos Carrillo

LPL Financial Advisor

CA Insurance Lic. #0805467

Carlos Carrillo is a dedicated financial advisor at LPL Financial, serving the San Diego, California area. With a focus on personalized strategies, Carlos helps his clients navigate the complexities of the financial landscape to achieve their goals. Residents of San Diego trust Carlos’s expertise to guide them toward a secure financial future.

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

Check the background of this investment professional on FINRA BrokerCheck.

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 | CA Insurance Lic. #0805467

IRA Certificates

Roth IRA – Tax-advantaged Growth Potential

Enjoy tax-advantaged retirement savings with flexible contribution options, tax-free qualified withdrawals, and terms that fit your goals.

  • Earnings grow tax-free
  • Flexible terms
  • Contribute at any age

Traditional IRA – Tax-deferred Growth Potential

Save for retirement with tax-advantaged IRA options, flexible terms, and low opening balances designed to fit your goals.​

  • Low minimum deposits
  • Flexible savings terms
  • Automatic contribution options​

Retirement Calculators

Need help? We’re here.

Multiple ways to connect with us, whenever you need support. 

Call Us

Speak with a member service representative

619-297-4835

Mon-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

Disclosures

Carlos Carillo is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wheelhouse Credit Union and Wheelhouse Credit Union Wealth Management™ are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wheelhouse Credit Union Wealth Management, and may also be employees of Wheelhouse Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wheelhouse Credit Union or Wheelhouse Credit Union Wealth Management™. Securities and insurance products offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

 

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.

LPL Financial Form CRS

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