Carlos Contreras

Dependable Financial Planning Services in South Florida from a Chartered Financial Consultant®.

ChFC® at FMSA in Aventura, FL

About

Contact
Click for phone number
(786) 222-9174
Address
20900 NE 30 Ave, Suite #800 in Aventura, FL 33180
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Kathleen

Answered by Kim Miller PRO+
CFP® in Redmond, WA
The simple answer is yes, you do. You need to take maximum advantage of all of your retirement savings opportunities: 401(k) (pre- and post-tax) and IRAs (preferably ...
401(k) Financial Planning Investing & Retiring IRA
Q&A
Asked by Karen

Answered by Carlos Contreras
ChFC® in Aventura, FL
Because of the penalties and added taxes created by a withdrawal if you are under 59 1/2 years old, it really is not to your advantage to remove money from the 401(k) ...
401(k) Financial Planning Investing & Retiring
Q&A
Asked by an anonymous user

Answered by Carlos Contreras
ChFC® in Aventura, FL
The first thing you need to know is if Massachusetts is a jurisdiction state. If so, I would contact a certified foreclosure attorney there. In Florida, we have 12 mo...
Delinquency, Foreclosure & Eviction Home Purchase Loan Mortgage Brokers & Lenders Bankruptcy
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Life/Health and Variable Annuity
Series 66

Associations

Financial Planning Association

Certifications

Chartered Financial Consultant®

Accomplishments

Awards

Alumni of The Month

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Planner

Education

The American College