Carl Santos-Ocampo, CFP®

As Vice President at The High Net Worth Advisory Group, Carl combines wealth management expertise with a strong presence in the community he has called home since 2002, building relationships that create opportunities and strengthen client outcomes. He works closely with families through a personal, face-to-face approach, providing guidance on investments, risk management, retirement, tax planning, and estate considerations. With a long career horizon in the industry, Carl is focused on helping families plan across multiple generations.

Carl began his career in 2015 with the firm after earning his finance degree from the University of Notre Dame, where he competed on the varsity golf team and earned the prestigious Monogram as a student-athlete, the university’s recognition for athletic and academic achievement. He later pursued coursework at Wake Forest University School of Business to earn the Certified Financial Planner™ designation.

Golf has remained a central part of Carl’s life. After college, he held status on both the Korn Ferry Tour and Asian Tour. Today, he supports the game through leadership roles on the boards of the Florida State Golf Association and The Gate Golf Club, an up-and-coming nonprofit public course in Naples, Florida.

Carl also serves as a board member of the University of Notre Dame Club and enjoys traveling and spending time with his wife, Kurika, and their five-year-old son, Cody.