Consultiva Management Team<<

Carlos Machuca
Investment Management Consultant

Carlos Machuca , Investment Management Consultant, is a former Investment and Insurance Strategist for MassMutual in Puerto Rico. There, he provided financial planning and implemented plans, including investments and insurance. He has over seven years of experience in financial planning and over four years in advance insurance sales, covering all the resources required for tax advantaged investing and meeting client financial goals and objectives. Mr. Machuca is an electrical Engineering Graduate from the Polytechnic University of Puerto Rico a Finance and Investments MBA from the Interamerican University of Puerto Rico. He also holds post-baccalaureates in Artificial Intelligence from the University of Pittsburgh in Pennsylvania and in Financial Planning from the University of Ohio, where he was the first student to receive Dean recommendation for the CFP (Certified Financial Planner) exam. Mr. Machuca holds Series 7 license and Certification in Long Term Care.