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Photo of Carlos
Ibanez
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Carlos Ibanez
- CPWA®, CEPA®
- Investment Consultant
Mr. Ibanez joined City National Rochdale in 2017. In his role as an Investment Consultant, he is responsible collaborating with independent financial advisors to assist them in attracting high-net-worth clients in Florida and Puerto Rico.
Mr. Ibanez has over 10 years of previous experience educating and marketing alternative investments to financial advisors with firms such as CNL Securities, Franklin Square Capital Partners, and Triloma. Mr. Ibanez is a Certified Private Wealth Advisor® and a Certified Exit Planning Advisor®. He earned his B.B.A. in Finance and E-Business Technology from Stetson University. Outside of work, Mr. Ibanez enjoys spending time on the golf course or the beach with his family.
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