Carlos is a husband, father, community advocate, and co-Founder of Rojas Retirement. After beginning his career in urban planning, Carlos found his calling in financial services, where he has spent more than 15 years helping people better understand their finances and protect what they have worked hard to build. Today, he brings that same commitment to his family, his clients, and his community.

With more than a decade of experience in financial services, Yvette is passionate about helping individuals and families build greater financial confidence and security. A wife and mom, she brings a personal, relatable perspective to her work and believes in building genuine relationships with the people she serves.