Carl Torres

VP of Product Strategy

Carl is a seasoned financial advisor with a passion for helping individuals achieve their financial goals. With nearly a decade of experience, he specializes in crafting personalized strategies that align with clients’ aspirations. Carl’s diverse background within a captive agency as a producer trainer as well as a product specialist in the broker dealer space has allowed a commitment to lifelong financial literacy empowering his clients to make informed decisions, fostering long-term financial success.

Whether navigating investments, retirement planning, or wealth preservation, Carl is dedicated to providing tailored solutions for a secure financial future.