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Carl Santos-Ocampo

Carl Santos-Ocampo, CFP®

Associate Vice President

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 finance career in 2015 at The High Net Worth Advisory Group in Naples, FL.

In addition to having his Series 7 (General Securities Representative), 66 (Uniform Combined State Law) and Health & Life (Including Annuities & Variable Contracts) license, Carl holds the CFP® certification. To earn the CFP® certification, Carl completed the Wake Forest University School of Business coursework, passed the rigorous examination and met stringent experience requirements. He must also adhere to the highest ethics and commitments to professionalism.

As a Business Practice Coordinator, Carl generates new clients using a personal, face-to-face approach building trust by providing straightforward and honest advice. Carl is firmly committed to long-term client relationships and as such, walks the clients through the entire financial planning process. Carl is able to assist the clients in areas of risk management, investments, tax planning, retirement and employee benefits, and estate planning. In order to help clients navigate through the changing financial environment, Carl strives to fulfill the annual continuing education requirements to remain aware of current planning strategies and financial trends.

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 Tour, the Asian Tour, the PGA China and the Philippine Golf Tour. Carl has since regained his amateur status and is competitive on the state and national level.  His goal is to one day play in the Masters and the U.S. Open.

Having family in town and having lived in the area since high school, Carl considers Naples, FL his home. Carl is involved with the Notre Dame Club of Naples. As a Club Director, he organizes the annual Notre Dame Club of Naples golf outing to raise funds for local charities. He is also the designated alumni representative to high school students wishing to learn more about the University of Notre Dame, financial aid and scholarship opportunities. Carl is also an active member of his home club: Kensington Golf Club. He sits on the finance committee where he offers financial guidance while overseeing the financial well-being of the club.

In 2019, Carl got married to his wife Kurika who is a professional golfer and media personality. They are currently expecting their first child in October, 2020. In addition to their shared interest in golf, they enjoy an active lifestyle spending time outdoors and traveling.

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.

5551 Ridgewood Drive, Suite #300 | Naples, FL 34108 | T: 239.653.9854 | TF: 1.866.906.2325 | F: 239.631.6107 | Map and Directions