I Am Expert In
long-term planning with a focus on tax efficiency
maximizing tax free vehicles for retirement
college planning and wealth accumulation
Carlos Meeks has been in the financial industry since 2013 where he started off as an independent financial advisor in small independent firm in Beverly Hills, California. There he worked with a team of extremely knowledgeable professionals who instilled in him from the start just how important teamwork is, even while independent.
Carlos’ core competencies include long-term planning with a focus on tax efficiency, maximizing tax free vehicles for retirement, college planning and wealth accumulation; utilizing a wide variety of investment options inside manage accounts, coupled with indexed products for a balanced “risk vs. safety” approach, based on time horizon and risk tolerance.