My name is Carlos Curiel, and I’m an LPL Financial Advisor with 16 years of experience, all with Foresters
Financial (formerly First Investors). I recently joined the Sequoia Wealth Advisors team because I craved
a better platform to help my clients in this ever changing financial landscape. I’m also currently a
member of the Million Dollar Round Table (MDRT).
While I grew up in San Jose, I graduated from the University of California, San Diego with a Bachelor of
Science degree in Econ-Management Science.
I entered the financial services industry shortly after graduating because I always enjoyed working with
numbers, intrigued by investments and life insurance. Furthermore, I’m also a product of poor financial
planning. My mother passed away when I was young and didn’t have any life insurance. Meanwhile, my
father never opened a college account for me and we had to figure it out as we went. It was a difficult
situation for me, and I wanted to help others avoid those same financial challenges.
When I first started in the business, I asked my uncle who sold life insurance for career advice. He simply
told me to do the best job I can for everyone I sit down with. And I’ve been following that guidance for
16 years. Being an advisor allows me to connect with clients on a personal level, building long-lasting
relationships built on trust and sound guidance. It’s so rewarding to see my clients – as well as their
children – experience the different stages and big moments of life. My clients are like family to me.
I offer clients a broad range of services and products, including retirement planning, distribution
planning, college planning, and life insurance. Most clients are from the Bay Area, and nearing
retirement or already retired. Many work for local schools, particularly in the East Side Union High
When I’m away from the office, I enjoy spending time with my family, traveling, and attending baseball
and football games.
If you’re interested in working with me, please get in touch at 408-645-2500 or
email@example.com. I would love to meet you and help you the best I can.