Carlos Chapa's Location
Laredo, Texas, United States
Carlos Chapa's Work
- Financial Advisor @ Cresta Advisors
- Founder and Chief Executive Officer @ Voya Carriers
- Vice President @ Merrill Edge
- Vice President - Financial Advisor @ BBVA Compass
- Vice President - Wealth Manager @ Revolution Wealth Management
- Vice President - Financial Advisor @ Chase Investment Services Corp
Carlos Chapa's Education
- Texas A&M University
Bachelor of Science (Economics)
2000 - 2005
Carlos Chapa's Skills
- Series 63
- Investments
- Finance
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Carlos Chapa's Summary
Carlos Chapa, based in Laredo, Texas, United States, is currently a Financial Advisor at Cresta Advisors, bringing experience from previous roles at Voya Carriers, Merrill Edge, Bbva Compass and Revolution Wealth Management. Carlos Chapa holds a 2000 - 2005 Bachelor of Science in Economics @ Texas A&M University. With a robust skill set that includes Series 63, Investments, Finance, Series 7, Retirement Planning and more, Carlos Chapa contributes valuable insights to the industry.
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