Educational Background and Business Experience
CARLOS MACHUCA joined CONSULTIVA in 2007 as an Investment Advisor. His previous employer was MassMutual; He began working at MassMutual in 2002 as an investment and insurance strategist. While working for MassMutual he provided financial planning services, including insurance products. He has extensive experience in tax advantaged investing.
Mr. Machuca is graduated from Polytechnic University of Puerto Rico with a Bachelor’s degree in electrical engineering. He received an MBA in Finance and Investments from the Interamerican University of Puerto Rico. He has a post-baccalaureate in Artificial Intelligence from the University of Pittsburgh, in Pennsylvania. In addition to his securities and insurance licenses he maintains the educational standard by taking multiple courses in finance, insurance, employee benefits, tax, estate, and asset protection, as well as retirement planning and ethics. In addition, Mr. Machuca obtained his Certification in Long Term Care (CLTC®).
Mr. Machuca is registered with FINRA as a General Securities Representative (Series 7).