Carlos Lluch was born in Barcelona, Spain and came to the USA in the summer of 1980.
In 1987 Carlos started his career in financial services. By the early 1990’s he had earned both his CFP® (CERTIFIED FINANCIAL PLANNERTM) and CLU® (Chartered Financial Consultant) designations. Carlos joined LPL Financial in 1995, inspired by their fee-based money management platform and independent advice. His practice incorporates asset management for individuals and designing employee benefits, including pension plans, for his group clients.
After living in Malibu for many years with his wife Betsy and their sons Gabriel and Hunter, Carlos and Betsy recently moved to The Berkshires in western Massachusetts. Carlos and Betsy love to travel, and they spend part of the year in Mexico, where they own a vacation home near the ocean. They are both extremely active, cycling running and kayaking.
In 2017 Carlos joined forces with the team of advisors at Perennial Financial Services, an established and rapidly growing firm based in West Los Angeles. Carlos strives to help his clients define their long-term investment objectives and build personalized investment portfolios designed to help them word toward their goals. He recognizes the importance of getting to know his clients, their financial needs and goals, and how best to facilitate the maintenance of their desired lifestyle.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
CA Insurance Lic # 0697707