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Carlos A Travieso

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Carlos A Travieso
Wealth Advisor
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MSM, CFP®, ChFC®, FIC
Part of the Apeiro Wealth Group practice
About Carlos Travieso
About Carlos Travieso

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


Do you want to pursue your lifelong dreams while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

My qualifications
  • Masters of Science in Management
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #0L53227)
  • Colorado
  • Florida
  • Georgia
  • Michigan
  • Minnesota
  • Missouri
  • North Carolina
  • Ohio
  • South Carolina
  • Texas

Insights

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Join me on Zoom this Friday, October 2nd at 12:15pm Eastern for a quick 15-minute market update: https://us02web.zoom.us/j/82915439353
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Happy Labor Day! We are out of the office today and will return on Tuesday.
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Join us on zoom for a quick market update this Friday 09/04 for Fifteen-Minute Friday! Zoom Link: https://us02web.zoom.us/j/82915439353
Office location
Oviedo Location
2441 West SR 426 Suite 1061
Oviedo, FL 32765
Phone407-542-3986Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.