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)
- Home Owner’s Association – Board of Trustee President
- San Antonio Target, Hunting and Fishing Club – Board of Trustee
- Men’s A.C.T.S. Retreat – Coordinator for Men’s Catholic Retreat
- Knights of Columbus – Catholic Fraternity formed to render aid to those in need in our community
- Knights of Columbus “Family of the Year” 2017-2018
- Clark High School Booster Club Board Member
Professional Achievements
- Million Dollar Round Table Qualifier
- Wholesale Electrical Distribution 23 Years Management and Sales
- E.P.E.C. (Electrical Product Education Course) Gold Graduate
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 math and playing soccer, football and basketball with dreams of playing professionally one day. His beautiful daughter, Victoria, was born with Williams Syndrome and has been his biggest teacher on the true meaning and values 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
|
 |
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 |