Broker Check
Carlos Rubio

Carlos Rubio

Financial Consultant

Carlos Rubio joined Nortwestern Mutual in 2011 and brought with him over 8 years of investment experience in the financial services industry in such roles as Assistant Portfolio Manager, Research Analyst and Trader.  As the Director of Financial Planning, Carlos was responsible for helping clients achieve financial security through strategic risk management while focusing on tax efficiency.  He joined the Wallstreet Texas team in January, 2021.

Carlos holds a Master’s Degree in Finance from the C.T Bauer College of Business at the University of Houston and recently graduated from Rice University's Certified Financial Planner Program.

Outside the office, Carlos devotes much of his personal time to volunteering. He also enjoys spending as much time as possible enjoying the outdoors with his wife Jillian and dog Trout.

Professional Licenses

Securities: Series 7, 63 & 65  - Registration held with LPL Financial

Insurance: Group Life & Health Insurance


Master’s Degree in Finance - C.T Bauer College of Business at the University of Houston

Certified Financial Plannner (CFP) – Rice University

Community Involvement

Active member of Second Baptist Churh

Volunteer work with iWrite, Living Water International, Ronald McDonald House