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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Carlos Pargas AEP® CPA CSEP® CAP®

Wealth Manager Advisor

(305) 273-1220

carlos.pargas@retirement-p-strategies.com

Carlos B. Pargas, AEP®, CPA®, CSEP®, CAP®, is a graduate of the School of Business at George Mason University. He has been involved in the field of Taxation and Financial Services dating back 30-Plus Years. He is a...

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