Carlos L. Marbot

Financial Advisor

Carlos helps clients accomplish their objectives by assessing financial situations; developing and presenting financial strategies and plans; providing solutions for their individual financial needs, and monitoring changes in financial status and life circumstances.


  • Fig Financial Planning, Founder & Financial Planner
  • West Wealth Management, Associate Financial Advisor
  • Truist Bank, VP, Premier Advisor
  • US Army National Guard, Arborn Infantryman


  • Liberty University, MBA in Finance, Expected December 2024
  • University of Georgia, CFP® Certification Program, Expected November 2024
  • East Texas Baptist University, BS
  • Securities Industry Essentials Examination
  • Series 7, 66 licenses