Financial Advisor Manuel Carvallo

Manuel Carvallo - RFC®

Enlightening your Financial Future

Independent Financial Advisor

About Manuel



Introduction

Manuel Carvallo is a partner and founder of Sunbright Wealth Management & Financial Planning. He has more than 27 years of experience serving institutional investors in the U.S. and Latin America, consulting to defined benefit and defined contribution pension plans, insurance company reserves, college savings plans and nuclear decommissioning trusts.  His experience includes consulting in the topics of governance, risk budgeting, investment policy development, asset allocation, asset and liability studies (ALM), manager structure, manager selection and risk and return monitoring.

 


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Manuel Carvallo is an independent contractor of Money Concepts

note: Sunbright Wealth Management & Financial Planning is an independent firm and not affiliated with Money Concepts

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