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 Investment Services program is offered through LPL Financial. For more information about LPL Financial, please visit www.lpl.com.
Carlos Carrillo
LPL Financial Advisor
CA Insurance Lic. #0805467
Direct Phone: 858-860-8804
Mobile: 626-643-4722
Located in: San Diego, CA
Covers: CA, ID, MT, NE, NM, OR, UT, WA, WY
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
Retirement Planning
Our Financial Professional, registered through LPL Financial, will outline a retirement plan to match your budget and retirement target dates. She 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
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.