Planning With Purpose. Growing With Confidence.

Hi, I’m Carlos Correia. I’ve spent over a decade helping people make sense of their finances and I truly believe that sound financial advice can transform lives.

I started my journey in financial planning with Liberty and Envestpro over 14 years ago, and since then, I’ve worked with clients from all walks of life. What sets me apart isn’t just my technical expertise it’s the care and attention I bring to every conversation. I take the time to understand what’s important to you, so we can plan around your real goals, not just your numbers.

When I’m not helping clients grow and protect their wealth, you’ll find me staying updated on market trends, coaching new advisors, or enjoying time with my family.

Just like building a house, your financial future needs a solid foundation. And that starts with a plan tailored to your life not someone else’s blueprint.

I take the time to understand what matters most to you, so we can design a financial strategy that supports your goals, protects what you value, and grows with you over time. Whether you’re just starting to sketch the plans or already mid-build, I’ll meet you where you are and help you take the next step.