Carlos Ruiz is a Senior Wealth Advisor at Mission Wealth, serving high-net-worth families across North Carolina, primarily in the Greensboro, Raleigh, and Charlotte metro areas. He takes a thoughtful, practical approach to wealth management, helping clients make confident financial decisions that support their goals and the life they want to live.

Carlos is a CERTIFIED FINANCIAL PLANNER™ professional and a U.S. Air Force veteran with a unique path into the profession. In college, he was originally on the pre-med track and planned to become a surgeon. But after taking a part-time job at a bank, he realized he was drawn to helping people improve their financial health rather than their physical health. That experience led him to financial planning, where he found a passion for helping clients simplify complex decisions and feel more confident about their future.

Raised by his great-grandmother, Carlos learned the value of a dollar early in life. His military service also shaped his strong sense of discipline, responsibility, and service—values that continue to guide the way he serves clients today. With more than a decade of experience in financial services, he combines technical expertise with a thoughtful, relationship-driven approach.