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Ronald C

Series 63, Series 65

Metairie, LA

Carazo Wealth Management

Ronald Carazo is a financial advisor with Carazo Wealth Management in Metairie, LA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Ron Carazo & Associates, Spire Wealth Management, and Securities America, Inc. Outside of his advisory work, he is involved in operating a restaurant and bar as an owner. Carazo Wealth Management provides asset management and financial planning services to individual and high-net-worth clients, offering tailored investment strategies and ongoing portfolio management, with an emphasis on fundamental analysis and client-specific restrictions.

General retirement planning Wealth management General tax planning
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Charles C

Series 66

Metairie, LA

Carazo Wealth Management

Charles Carazo is a financial advisor at Carazo Wealth Management with eight years of industry experience. He holds the Series 66 designation and has worked at Spire Wealth Management and Spire Securities from 2018 to 2026. He also sells fixed insurance independently on a part-time basis. Carazo Wealth Management provides asset management and financial planning services to individual and high-net-worth clients, offering customized strategies based on clients' goals and risk tolerance. The firm’s services include portfolio management, financial planning, and educational seminars, with investment approaches that incorporate fundamental analysis and various instruments such as mutual funds and ETFs.

General retirement planning Wealth management General tax planning
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