Carlos Villarreal
Financial Advisor
About Carlos Villarreal
As a father, husband, and dedicated financial advisor, Carlos is committed to helping you get closer to your dreams. When you partner with him, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. He strives to provide you with the best experience possible.
Carlos considers it a privilege to be able to use his own experiences to help others. He believes that everyone has the potential to leave behind a legacy for those who matter most, and he is committed to helping his clients unlock their true potential, and ultimately gain financial freedom.
Our Mission
We partner with our clients to empower them with unwavering confidence and tranquility as they navigate toward the pinnacle of financial well-being.
What to Expect When You Partner with Us
An expert on all things financial. Someone who understands what's important to you now, and years from now.
A plan tailored to your life. Let's put all the pieces of your financial life in one place, helping you make the best decisions now and down the road.
Advice is based on your best interest.
Best-in-class products and services. That means the right insurance and investments in one strong financial plan.
Carlos serves clients all across the nation and is dedicated to sharing with them the possibilities that come with financial stability. His expertise lies in catering to the unique needs of medical professionals, business owners, attorneys, and growing families. Carlos is both fluent in English and Spanish. He currently serves clients in HI, CA, OR, NV, NJ, NM, NC, TX, VA, AZ, TN and WA.
"Together, we will navigate the intricacies of your financial journey, ensuring your goals are achieved with the utmost precision and care."
- Carlos Villarreal
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Carlos' Areas of Expertise
Financial Planning
Insurance Protection Strategies
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Business Employee & Executive Benefits Planning
Disability Planning
Long-Term Care Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
