Carlos-Guzman
  • Hometown

    Doraville, GA

  • Colleges

    Reinhardt University

  • Certifications

    CFP®

  • Neighborhood

    Sandy Springs

Carlos Guzman, CFP®

Associate

Carlos joined Homrich Berg in 2018 as an Associate. He offers over 5 years of experience in the fields of Wealth Management and Financial Services where he has enjoyed serving many families and individuals with their financial and wealth strategy.

Carlos began his career in wealth management with Reynolds & Reynolds Financial Partners in Atlanta, a subsidiary of MassMutual. There he focused on serving individuals and families on planning for their financial goals as a Client Relationship Manager. He then moved to AB Bernstein where he worked in the Private Client Group as an Associate. There he partnered with a team of financial advisors to provide investment and financial planning advice to high net worth families and individuals.

Carlos graduated from Reinhardt University with a Bachelor’s of Science in Business Administration, and he has earned the Certified Financial Planner™ certification.

In his free time, Carlos enjoys traveling, volunteering, and spending time with friends and family. He is a member of HYPE (Hispanic Young Professionals and Entrepreneurs) and the Georgia Hispanic Chamber of Commerce. Carlos serves on the parking team at Passion City Church and is currently the Director of Diversity & Inclusion for the Financial Planning Association of Georgia.