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 employs a personal, face-to-face approach to work closely with families, offering straightforward and honest advice. Demonstrating a strong commitment to cultivating long-term client relationships, Carl guides clients through a comprehensive range of financial matters, encompassing 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 university Monogram award. Upon graduation, 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, currently serving on the Board of Directors of The Gate Golf Club, a public golf course in Naples, FL, which is currently in the development phase. In addition, Carl is actively involved on the Board of Directors of the Florida State Golf Association and remains an engaged member at Kensington Golf Club.
Having called Naples, FL his home since 2002, Carl is deeply rooted in the local community. He is an active participant in the Notre Dame Club of Naples, organizing events to raise funds for local charities. Carl also volunteers as one of the designated alumni representatives to prospective students wishing to learn more about the University of Notre Dame.
Apart from his dedication to golf and community service, Carl, with his wife Kurika and son Cody, values quality time with family and friends. They also enjoy traveling around the U.S. and to Asia to visit family.
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.