© 2018 by Carlo Sarabia

ABOUT

     Since 2011, I have been facilitating the financial security and success of over 500 clients, a wide range of individuals and families. As a trained and experienced financial advisor, I am skilled at developing strategies that help my clients thrive in their personal and professional lives. I work closely with every client to understand their needs—whether it’s planning for retirement or protecting their finances—and provide them with the most secure and viable insurance and investment solutions.

 

     Before entering this vocation, I spent many years in high-volume sales and provincial security roles. While I enjoyed the quality and pace of these environments, I wanted to be in a position where I could more significantly improve the quality of people’s lives.

     

     As a financial advisor, I have the pleasure of leading my clients to incredible milestones, from starting a family to buying their first house. I am constantly expanding my knowledge and expertise through seminars, professional development courses and advanced certifications so that I can deliver my clients the most creative and effective strategies. Being that knowledgeable and reliable guide in their lives is truly an honour.

 

License & Designation

Licensed Insurance Advisor - British Columbia and Alberta

Registered to get Certified Financial Planner Designation (To be finished on 2019)