Manuel Carvallo

Manuel Carvallo Email and Phone Number

President @ Retire Friday
Alpharetta, GA, US
Manuel Carvallo's Location
Alpharetta, Georgia, United States, United States
About Manuel Carvallo

I care about people’s retirement and have worked helping my clients achieve better pension outcomes for more than 30 years. As an actuary working in investments, considering assets and liabilities provides me with a winning framework. I have served government agencies, private and public companies, and individuals of all social conditions. I have a deep understanding of how culture influences Hispanics in retirement. I believe that - Extremes are wrong, even in virtue- Financial literacy, and access to competitive financial services are a precondition for any individual to achieve their full human potential- Education is the best way to change the world for the better- Gratitude makes us human - Friends provide a support system based on mutual trust What gets me excited every day?- My family, and being around people I love and care- Innovating, being curious, solving problems, asking what if? and why not?- Contributing to the sustainable financial well-being of others - Inspiring others to give their best, and become the best they are capable ofI place clients first, value independence and care about the financial prosperity of those I help. I care about immigrants and their right to succeed.I'm passionate about pensions, from every angle; actuarial, investments, education, motivation and research.

Manuel Carvallo's Current Company Details
Retire Friday

Retire Friday

View
President
Alpharetta, GA, US
Website:
retirefriday.com
Employees:
1
Manuel Carvallo Work Experience Details
  • Retire Friday
    President
    Retire Friday
    Alpharetta, Ga, Us
  • Moneyconcepts
    Financial Advisor
    Moneyconcepts Sep 2014 - Present
    DisclaimerMoney Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions orcontent posted by fans or any third-parties on our LinkedIn page. Money Concepts does notcontrol, serve, adopt or endorse any advertising, messages or content that LinkedIn may publishon it site or on the Money Concepts page. Money Concepts does not adopt or endorse anyproducts, services, advertisements, recommendations or statements or any other content thatmay appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended tomake a recommendation or state a testimonial for or about a security, service orproduct, or to provide investment, tax or any other advice.This Page is intended for US persons only Any non-Money Concepts URLs or external websitesmentioned on LinkedIn are unaffiliated with Money Concepts.Money Concepts has not been involved in the preparation of the content supplied at theunaffiliated sites and does not guarantee or assume any responsibility for itsContent.Third party marks appearing herein are the property of their respective owners.Guarantees are subject to the claims-paying ability of the issuing insurance companyPlease remember investing involves risks, and the value of your investment will fluctuate overtime and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2018 Money Concepts International Inc.
  • Retire Friday
    President
    Retire Friday Jun 2019 - Present
    Atlanta, Georgia, United States
  • Hispanic Wealth, Llc
    President And Founder
    Hispanic Wealth, Llc Sep 2012 - Present
    Atlanta, Ga
    HW is focused on understanding the retirement conditions of the Hispanic population in the U.S. and in promoting culturally-relevant financial literacy in this segment.
  • Educación A Distancia Latinoamérica, Llc (Edlatam)
    Partner | Senior Manager
    Educación A Distancia Latinoamérica, Llc (Edlatam) Mar 2013 - Present
    Greater Atlanta Area
    EDLatam is a distance education company focused on provide skills-based training to individuals in countries where Spanish is the oficial language. EDLatam is the exclusive representative of the New York Institute of Photography's Complete Course in Professional Photography in the Spanish language. We believe proficiency in a skill, with the highest quality instruction, can lead to complementary income, and to start a new career during a person's "third act" in life. www.edlatam.com
  • Towers Watson
    Senior Investment Consultant
    Towers Watson Jul 1999 - Jun 2012
    Consults on strategic setting of investment objectives including governance and policy design, strategic asset allocation, manager structure, performance monitoring, implementation and compliance. Manages consulting relationships in U.S. and provides oversight and support to Latin American investment consulting operations.
  • Watson Wyatt Investment Consulting - Mexico
    Practice Leader
    Watson Wyatt Investment Consulting - Mexico Jul 1999 - Sep 2002
    Built and managed start up Investment Consulting practice in Mexico City
  • Gbm Grupo Bursatil Mexicano
    Finance And Risk Management
    Gbm Grupo Bursatil Mexicano Mar 1992 - Jan 1998
    Mexico City Area, Mexico
    Created and developed the institutional sales groupDeveloped and managed the SAR, Mexico's first mandatory record-keeping programResponsible for middle and back office operations for trading desks of the bankDeveloped risk management practice, tools and procedures for Banco Del Atlantico.
  • Carvallo Consultores
    Consultant
    Carvallo Consultores Jul 1990 - Feb 1992
    Mexico City Area, Mexico
  • Towers Watson
    Actuarial Consultant
    Towers Watson Jun 1986 - Jun 1990
    Mexico City
  • Universidad Anahuac
    Actuary
    Universidad Anahuac 1983 - 1987

Manuel Carvallo Skills

Defined Benefit Pension Funds Investments Pensions Actuarial Consulting Defined Contribution Asset Allocation Investment Strategies Alm Actuarial Science Fixed Income Equities Hedge Funds Risk Management Institutional Investments Private Equity Strategy Capital Markets Retirement Alternative Investments Financial Risk Asset Management Investment Management Finance

Manuel Carvallo Education Details

Frequently Asked Questions about Manuel Carvallo

What company does Manuel Carvallo work for?

Manuel Carvallo works for Retire Friday

What is Manuel Carvallo's role at the current company?

Manuel Carvallo's current role is President.

What is Manuel Carvallo's email address?

Manuel Carvallo's email address is mc****@****ail.com

What is Manuel Carvallo's direct phone number?

Manuel Carvallo's direct phone number is +167864*****

What schools did Manuel Carvallo attend?

Manuel Carvallo attended Universidad Anahuac, Finra.

What are some of Manuel Carvallo's interests?

Manuel Carvallo has interest in Electronics, Sweepstakes, Investing, Rowing, Home Improvement, Education, Reading, Photography, Poverty Alleviation, Friendship.

What skills is Manuel Carvallo known for?

Manuel Carvallo has skills like Defined Benefit, Pension Funds, Investments, Pensions, Actuarial Consulting, Defined Contribution, Asset Allocation, Investment Strategies, Alm, Actuarial Science, Fixed Income, Equities.

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