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Carlos Limon

Advisor at SmartPro Financial

Carlos Limon is currently an advisor at SmartPro Financial. Prior to that, they were with Capital Choice Financial Group from January 2009 to October 2017, where they served as Senior Marketing Director. Before that, they were with Primerica from January 2007 to December 2009, where they were a Senior regional leader.

Carlos has always enjoyed providing financial education and planning to people. Carlos does it through a complimentary, yet comprehensive financial planning tool called MoneyMap. Carlos is able to implement these plans through our variety array of products, including but not limited to Life Insurance, LTC Insurance, Retail Securities, Fixed & Indexed Annuities, Variable Annuities, 529's, IRA's, 401k, 403b, Managed Securities accounts, and many other products.

Their goal is to have an office in every U.S. State. Carlos has the ability to expand as far as they wish, with no capped commissions and sales management unlimited potential.

CAPITALChoice provides the basics of a simple financial education that can help get you on the road to financial freedom.

Timeline

  • Advisor

    Current role

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