Carlos L. Marbot

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.

Experience:

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

Education/Certifications:

• 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