My name is Carlos Roque. As a  licensed life insurance and financial service professional, it is my hope to help you and your family identify solutions that provide growth, protection and peace of mind.

For over 27 years,  I have developed businesses with financial success in the areas finance, administration, and E-commerce.

My background includes an ever-changing career path from Fortune 500 companies like Kodak, Pitney Bowers and Sage Financial and accounting Software; to startups that I’ve helped grow from $0 to over $60M annually. I have also started my own businesses in the areas of finance, digital marketing and real estate.

Throughout these  three decades, I have learned from successes as much as I have learned from losses.  The only thing certain is change. I have learned to quickly adapt and welcome change, while protecting assets and securing gains, to ensure my family’s well being and peace of mind.

As a result, especially from the failures and challenges I’ve experienced, I have developed a specialized skillset and drive for helping individuals, families and business owners become financially educated and help grow and protect their assets for generations to come.