Carl Santos-Ocampo, CFP®
Carl Santos-Ocampo, CFP®
Associate Vice President
cso@hnwag.com
239-653-9756
Form ADV Part 2B Brochure
Carl is a graduate of the University of Notre Dame with a Bachelor’s Degree in Finance from the Mendoza College of Business and a minor in International Business. Carl began his wealth management career in 2015 with The High Net Worth Advisory Group in Naples, FL. Carl holds the CERTIFIED FINANCIAL PLANNER™ certification after completing the coursework from the Wake Forest University School of Business.
As an Associate Vice President at The High Net Worth Advisory Group, Carl works with families through a personal, face-to-face approach by providing straightforward and honest advice. Carl is firmly committed to long-term client relationships and as such, walks clients through all areas of their financial affairs which include risk management, investments, tax planning, retirement, employee benefits and estate planning.
Carl’s former profession and forever passion is golf. At the University of Notre Dame, he received a scholarship to play on the varsity golf team, earning the prestigious Monogram award and was part of the Big East Academic All-America Team. Prior to joining the team, Carl enjoyed a successful professional golf career with multiple wins and earned playing status on the Korn Ferry Tour and Asian Tour. Carl continues to support and grow the game serving on the Board of Directors of the Florida State Golf Association and being an active member at Kensington Golf Club.
Having lived in the area since 2002, Carl considers Naples, FL his home. Carl is involved with the Notre Dame Club of Naples and organizes events to raise funds for local charities. Carl volunteers as one of the designated alumni representatives to prospective students wishing to learn more about the University of Notre Dame. Carl, his wife Kurika and son Cody enjoy traveling and spending time together with family and friends around the U.S. and in Asia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.