Erick Carlos, CFP®, MBA

Erick Carlos, CFP®, MBA

Wealth Advisor

Erick Carlos is a CERTIFIED FINANCIAL PLANNER™ Professional and the co-founder of Texas Private Wealth Advisors in the Dallas Fort Worth Metroplex. With over 16 years of extensive knowledge in the financial and insurance arenas, Erick believes in crafting a unique tailored financial plan to help his clients better understand and navigate the financial markets with confidence and determination.

Erick's investment philosophy blends various forms of economic, fundamental, and technical analysis to better understand the current market environment and help deploy investment strategies custom to each of his client's goals.