Carlos De Leon joined the financial services industry in 2014. In 2016, he attained FINRA Series 7 and 66 licenses with LPL Financial, as well as Life Insurance, Health and Sickness, Disability & Accident Insurance. Carlos graduated from Elms College in 2012 and is fluent in Spanish. His philosophy is “You can’t achieve financial fitness with a January resolution that is abandoned by February."
Carlos helps clients understand the ways of investing through new technologies and environments. New challenges arise every year and it’s important to maintain regular checkups and reviews that strive to make sure your financial goals are on track. Clients who want to understand “investing in your future” should never be left behind.
Looking for a digital investment platform?
Guided Wealth Portfolios are not your traditional Robo Advisor. With Guided Wealth Portfolios, you can manage your own investments, but know that you still have access to me for questions and assistance with your portfolio. Unlike other investing platforms, which often require you to invest significant amounts to work with a financial advisor, I offer advisory services starting at $5,000 to invest. With Guided Wealth Portfolios automated platform, you receive:
- A customized portfolio, designed to help you invest for retirement, invest for a major purchase like a home or a car, or start investing without a specific goal
- Access to me, your experienced, LPL Investment Advisor Representative
- A dynamic online dashboard to help you stay on track with your goals
To see if Guided Wealth Portfolios automated platform is suitable for you, visit here. After entering your email address and choosing a password, you can answer a few brief questions to get a portfolio proposal that's customized to you.
I'd love to start working with you through GWP's digital investment platform!
*In addition to the fees for GWP, an annual small account fee will apply to accounts with less than $10,000. Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automate, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.