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Wheelhouse Credit Union
Wealth Management™

Retirement & Investments

Resources to help you plan for 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.

Carlos Carrillo

LPL Financial Advisor
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
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

Account Access

To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, click on the button below to access your account.

Account Login

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.

  1. Personal financial reviews
  2. Guaranteed lifetime income programs
  3. Retirement planning based on your risk tolerance
  4. Post retirement support
  5. 401(k) Rollover services
  6. IRAs
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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
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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
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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.

Retirement Calculators

Wheelhouse Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Wheelhouse Credit Union for these referrals. This creates an incentive for Wheelhouse Credit Union to make these referrals, resulting in a conflict of interest. Wheelhouse Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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

You are leaving Wheelhouse® Credit Union’s website. Links that may be accessed via this site are for the convenience of informational purposes only. Any products and services accessed through this link are not provided or guaranteed by Wheelhouse® Credit Union. The site you are about to visit may have a privacy policy that is different than Wheelhouse® Credit Union’s. Please review their privacy policy. Wheelhouse® Credit Union does not endorse the content contained in these sites, nor the organizations publishing those sites, and hereby disclaims any responsibility for such content.

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