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Carlos D

Series 66

Laredo, TX

Sanctuary Advisors, LLC

Carlos De La Garza is a financial advisor at Sanctuary Advisors, LLC, with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He serves as a board member of the Laredo Rotary Charitable Foundation and participates in the Texas Workforce Commission's Local Workforce Development Board. Carlos is also the owner of IPAAC Construction, LLC, which focuses on residential and commercial real estate development. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management solutions and operates with a fiduciary standard under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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