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
Education
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