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Carlos Berrios-Agosto

SmartPro Financial > People > Florida, National > Carlos Berrios-Agosto

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What does your dream retirement look like?

As a registered representative with over 14 years of experience in the finance industry, Carlos Berrios has a passion for helping families reach their financial goals and dreams.  He does so by following Dave Ramsey’s financial principles.

Carlos’ goal for his clients is to have financial peace and freedom, and he is honored to serve on a Dave Ramsey SmartVestor Pro Team. He has the heart of a teacher and loves helping others.

Carlos earned his master’s degree in Business Administration and Accounting from Inter-American University. He holds Series 6, 26, & 63 Securities Licenses as well as a Life and Health License.

Carlos, his wife of 23 years, Maria, and their three teenage daughters live in Orlando, Florida where they are very involved in volunteer work at their church. In his free time, he loves spending time with his family and heading up one of the outreach programs at his church. Carlos’ desire to help others is evident in both his personal and professional life.

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