RWA Wealth Partners
Carlos Sotero, MBA, has extensive experience in the field of technology and information management. Carlos has held various roles such as Chief Technology Officer, Chief Information Officer, Executive Vice President of Enterprise Services, SVP of Enterprise Services, and Director of IT. With a background in Finance and MIS, Carlos has successfully led teams, managed budgets, and developed strategies to enhance IT infrastructure, operations, and product development across multiple companies. Carlos is a trusted leader known for their talent management skills and cost optimization achievements.
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RWA Wealth Partners
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest. As your wealth grows, so does the complexity of managing it. Your advisor and team of professionals are in lockstep with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.