Carlos J. Cruz

Client Services Associate

carlos@riverpointwealth.com

Carlos began his financial services career in 2017 with an alternative investment software company as an Accounting Analyst and Client Relations Specialist. In 2019, he joined the Riverpoint team as a Client Services Associate.
Carlos graduated with honors from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Finance. He holds the FINRA Series 7 and 66 licenses through LPL Financial.

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