Carlos Camarillo, ChSNC®
investment advisor representative
210-998-5017
210-998-5001
ccamarillo@pws-texas.com
Carlos Camarillo is an Investment Advisor Representative with Platinum Wealth Solutions of Texas, a San Antonio based financial services firm built on strong client relationships and a commitment to excellence and integrity in everything we do.
Carlos helps his clients make informed decisions using a comprehensive, holistic approach. By focusing on their goals and dreams, he brings their investments, insurance, retirement, and estate planning needs into one complete strategy.
As a Chartered Special Needs Consultant (ChSNC®), Carlos has the specialized knowledge required to guide families caring for a person with special needs through the complexities of government benefits, special needs estate planning laws, and the financial strategies so critically important for the individual with special needs’ quality of life, and to minimize gaps that can leave them under-prepared and under-protected.
Education
- Texas A&M University - 1995 Bachelor of Science – Industrial Distribution
Memberships & Affiliations
- Williams Syndrome Association – Board of Trustee National Vice President (2008-2015)
- A.C.T.S. Core Council – Facilitator for Catholic Retreats
- San Antonio Target, Hunting and Fishing Club Member
- Knights of Columbus – Catholic Fraternity aiding to those in need in our community
- Catholic Youth Faith Formation Programs Volunteer
- Clark High School Booster Club Board President
Professional Achievements
- Million Dollar Round Table Qualifier
- Wholesale Electrical Distribution 23 Years Management and Sales
- Knights of Columbus "Family of the Year" 2017-2018
Personal Data
Carlos was born in Coahuila, Mexico and was raised in San Antonio, Texas. He has been married to his wife, Christine, since 2000 and still resides in San Antonio along with their two wonderful kids. His son Carlos enjoys school and sports and works hard to achieve his high expectations. His beautiful daughter, Victoria, was born with Williams Syndrome, but it doesn’t keep her from breaking barriers. She enjoys playing drums and being involved in her community. She has been his biggest teacher on the true meaning and value of life.
During his free time, Carlos enjoys competing in BBQ Cook-offs and staying active with his church. He is also an avid fisherman and hunter and enjoys traveling with his family.
- Group 1 – Life, Accident, and Health Insurance Licensed
- Series 7 – Securities Registration
- Series 66 – Investment Advisor Registration
- Chartered Special Needs Consultant (ChSNC®)
Professional Licenses / Registrations
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*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
About Chartered Special Needs Consultant
The ChSNC® is the only credential designed to prepare financial advisors to help people with special needs. ChSNC® advisors have an in-depth knowledge of the best strategies for ensuring that families who are caring for a person with disabilities have the resources they need to live well.ChSNC® professionals learn to wisely and compassionately guide families through complex financial decisions and benefits systems. They gain a dynamic understanding of:
| Life Insurance
HealthCare Issues Special Needs Trusts Government Benefits Tax Deductions |
Social Security
Medicaid Complexities Special Education Estate Planning Retirement Planning |