Carlos Recao**

Carlos Recao**

Financial Professional

Phone: (713) 969-4500

Carlos Recao is an accomplished family and business strategist helping clients in a capacity as their business coach. Mr. Recao’s focus is exclusively on helping his clients understand the myths associated with wealth creation and distribution.

Carlos has been assisting clients in protecting their assets and understanding the effects of taxes on their portfolio. He has advised retirees and pre-retirees of ConocoPhillips, Philips 66, Occidental Petroleum, UTHealth System, Methodist Hospital and business owners across the greater Houston area.

An example of Mr Recao’s commitment to providing individuals and business with proven wealth-building strategies can be seen by his longevity in the industry. Mr Recao was born in a family with deep roots in the financial sector. His grandfather joined the industry back in 1970 when he opened the first family office and at the early age of sixteen Carlos Joined the family business.

 Mr Recao is fluent in both English and Spanish and obtained a bachelor’s degree from the University of Houston with a minor in Geology.