Caros Cruz

In continuation with our efforts for you to learn more about our team, today we will be profiling Carlos Cruz. Carlos has been with Riverpoint for two years.

Tell us about yourself!

Q: Where did you grow up?

A: I grew up in Peoria (a few hours south of Chicago), the middle child with 2 sisters

Q: Where did you go to college and what was your major?

A: University of Illinois at Urbana-Champaign as a Finance major.

Q: Family Life

A: I’m close with my parents and sisters, one of which lives in the Chicagoland area

Q: Where do you reside?

A: I live on the West side of Chicago in Wicker Park

Q: What do you enjoy outside the office?

A: Gardening, cooking, weightlifting, going to concerts and festivals, playing sports, hiking, and touring breweries and museums

Q: Favorite vacation?

A: My favorite vacation was my time in Italy with my family, particularly the Amalfi Coast and Florence

Q: Where is someplace you have not been that you want to visit someday?

A: I would love to visit Thailand and Cambodia

Q: Favorite meal?

A: In general, I’m very partial to curry. The best meal I’ve ever had would be a sesame-crusted seared ahi tuna over papaya salad I had while in Hawaii

Q: What made you get in the financial planning profession?

A: My godmother is in private banking and inspired me to think about money as a long-term tool to meet my goals, which impacted my saving and spending habits. I also enjoyed psychology and personal finance courses in college which piqued my interest in behavioral finance and helping people think about money in a healthy, sustainable way.

Q: Pets?

A: I had a hedgehog (Quilliam Shakespeare, or Q for short) who passed away in late 2019 but currently have no pets. I am a dog lover and PAWS volunteer who is known by friends to get distracted petting them while out and about!

Q: Most influential financial book you have read?

A: Financial Markets, Oltheten & Waspi

Q: Favorite places in Chicago?

A: The Garden of the Phoenix in Jackson Park on the South end of the city. It’s a gorgeous Japanese garden nestled between two lagoons and is an excellent place for quiet reflection.