Erick Carlos, CFP®, CEPA®, MBA

Erick Carlos, CFP®, CEPA®, MBA

Wealth Advisor

Erick Carlos is a CERTIFIED FINANCIAL PLANNER™ Professional, CERTIFIED EXIT PLANNING ADVISOR, and the co-founder of Texas Private Wealth Advisors and its sister company, Texas Private Wealth Insurance Group, LLC in the Dallas-Fort Worth Metroplex.

Erick earned his Bachelor of Science Degree in Management from Park University as well as his Master of Business Administration degree (MBA) from The George Herbert Walker School of Business & Technology at Webster University.  He is also a graduate of the Financial Planning Program at Southern Methodist University in Dallas, TX.  He earned his CFP® marks on 12/12/2018.  He also holds a General Lines Agent Insurance License in the state of Texas. Erick holds his Series 7 & 66 securities licenses held with LPL Financial.  He also a fluent Spanish speaker, writer, and reader.

Erick is also an adjunct-instructor at SMU where he teaches the Retirement Planning & Employee Benefits course as well as the Insurance course for the CFP® program.  In addition, he also teaches The Transition Your Business with Confidence course at SMU for Business Owners and Entrepreneurs. 

 Erick believes that in order to strive to help his clients with their financial goals and dreams, a unique tailored financial plan is crucial to help better understand and navigate the financial markets.  As the old saying goes, “those who fail to plan, plan to fail”.  Erick's investment philosophy blends various forms of economic, fundamental, seasonality, and technical analysis to better understand the current market environment and help deploy investment strategies custom to each of his client's goals.

Erick has also enjoyed coaching little league football & Soccer in recent years.  He resides in Grapevine, TX with his wife Sara, their son Nick, and their Yorkie, Brujo and Bulldog, Bailey.  Erick is also an active member of the Lamborghini Club-Dallas Chapter.