Carlos Ruiz CFP®

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.

In his free time, Carlos enjoys traveling and exploring new places with his wife and three children, hunting down great specialty coffee, and following his favorite New York sports teams.

Carlos has spent many years serving in his church community as a musician on the worship team, using his love of music as a way to contribute and serve others.