Carlos Woodruff's Background


 Carlos Woodruff,  CFP(R)

Carlos worked in marketing for several years before he found his passion.  With some personal experiences where he saw firsthand how the financial services industry helped to make families and businesses financially whole, Carlos found his calling in 1997 and has never looked back since. 

Carlos worked with individuals in the areas of personal financial planning for several years.  He also worked for a large benefits company for 7 years where he served as a case manager.  In this position he worked with companies ranging from 12 employees or less, to 40,000 or more with a wide variety of benefits needs.  As Carlos started assisting some high net worth and business owners in the areas of retirement planning, and advanced business planning, he sought to expand his knowledge and faced the demanding education so that he could earn the Certified Financial Planner TM - CFP(R) professional certification, and completed the Chartered Retirement Planning Counselor SM - course work to further his expertise.  Earning the CFP designation required advanced education in taxes, estate planning, retirement planning, investments, risk management, and other financial planning issues.  

Carlos usually serves as a financial quarterback on most of the cases - coordinating the overall case and working closely with you and other professionals such as attorneys, accountants, money managers, and whoever else needs to be involved.   In addition to earning the CFP(R) and CRPC(R) designations, Carlos is also a licensed Life and Health Agent, holds his Series 66 license, and is an Investment Advisor Representative.

Carlos grew up in Orlando and has lived in the Central Florida area all of his life.  He is a father of three lovely children and enjoys spending as much time with them and their extracurricular activities during his spare time.  He also enjoys mentoring youth in the local community and is always looking for opportunities to help in the community.