OUR TEAM Angela M. Carrera Marketing and Business DevelopmentMarketing and Business Development Specialist, Angela is a fifth generation Tampa native with a enthusiasm for creativity and design. Angela studied Marketing and Sales at the University of South Florida's Muma College of Business and has been a part of the Carrera Financial team since 2022.In addition to marketing, Angela has a significant passion for real estate and she is currently pursuing a real estate sales license.Additionally, Angela is a proud to affiliate herself with local organizations including: The Boys and Girls Club of Tampa Bay, West Tampa Chamber of Commerce and St. Lawrence Parish and School.“My goal is to develop and maintain genuine, personable relationships with clients that allow them feel at home in our family office.”Qualifications:University of South Florida: Muma College of BusinessAssociate in Arts, Business Finance 2019Bachelor of Science, Marketing and Sales 2022 Ernest P. Carrera Wealth AdvisorCertified Estate Planner ®*Founder of Carrera Financial, Ernie is a specialist in the financial planning industry since 1992; with 30 years’ experience. Ernie specializes in implementing the investment management process to identify and obtain his clients’ needs and goals.He began his career with MetLife in 1992, where he displayed exemplary passion and integrity in his client relationships. As a representative for MetLife, Ernie received multiple awards as a top producer. Although enjoying his career, Ernie’s passion for helping clients drove him to obtain additional credentials as a Financial Advisor in Training for Prudential Securities. Following his tenure at the 5th largest wire house, Ernie accepted an offer to join Colonial Bank as a Financial Advisor. There he led the company as the Top Financial Consultant for 7 quarters* and was awarded the Tampa Bay Area Top Series 7 Revenue for an additional 9 quarters**. Here he became the Wealth Advisor for Colonial Bank’s private client group where her worked exclusively with the high net worth clients.In 2009, Ernie pursued independence and created his own wealth management firm Carrera Financial, where he has been able to provide tailored direction to clients as individuals, all while being backed by the nation’s largest broker dealer: LPL Financial***. He acquired a winning relationship with NorthStar bank in 2009 and created NorthStar Wealth Service where he formerly served as program director and Wealth Advisor. In addition to his career in wealth management, Ernie is involved in many local charities and presently serves on the Corporate Board of Directors for the Boys and Girls Club of Tampa Bay. He also acted as the Mayoral Appointed Trustee for the City of Tampa General Pension Fund and served as a Chairman of the Board.“My goal is to become a financial pilot for my clients by helping them identify and pursue their financial destination, all while attempting to avoid financial turbulence.”Licenses and Qualifications FINRA Series 6, 7, and 63 Registrations are held through LPL FinancialFINRA Series 65 Registration is held with IHT Wealth ManagementLife, Health, and Variable Annuity licensedAirline Transport Pilot*Top Financial Consultant Awarded on 2006 (Q4), 2007 (Q1, Q2 & Q3) and 2008 (Q1, Q2 & Q4). Criteria: Top financial advisor in the Tampa Bay area based on production.**Bay Area Top Series 7 Revenue Awarded on 2003 (Q2, Q3 & Q4), 2004 (Q1, Q2 & Q3) and 2005 (Q1, Q2 & Q3). Criteria: Top financial advisor in the Tampa Bay area based on production***As reported by Financial Planning magazine, June 1996-2022, based on total revenue. Todd C. Rix "Cole" LPL Institute - Associate AdvisorTodd "Cole" Rix joined the Carrera Financial team in 2023 after earning his Bachelor's of Science from the University of South Florida's Muma College of Business.Cole is a Tampa native and is currently enrolled in the Signature Program at the LPL Advisor Institute. Cole has a strong passion for Wealth Management and remains dedicated to learning the industry for the benefit of his clients.In addition to his career in wealth management, Cole is involved with a few local charity organizations and is proud to serve on the Board for the St. Jude Tampa Chapter."My goal is to obtain my SIE, Series 66 and Series 7 from the LPL Advisor Institute. I aim to learn how to navigate financial turbulence to help best pursue the goals of my future clients. " Qualifications:University of South Florida: Muma College of BusinessAssociate in Arts, Business Finance 2020Bachelor of Science, Finance Management 2023 A True Family Focused Office Carrera Financial was founded in 2020 by Ernest Paul Carrera. With over 30 years of industry experience, Ernie recognized the correlation between Wealth Management and his passion: Aviation. "Both are a journey. Both require careful thought, planning, analysis and making adjustments along the way." - Ernest CarreraCombining his passions, Carrera Financial was born with the intention of helping clients reach their financial destination safely, on time, while attempting to avoid financial turbulence. In 2022, Angela Michael Carrera joined the team as an assistant in Marketing and Business Development. After earning a Bachelor's of Science from USF, Angela helped rebrand the company and eventually took over as Administrative Assistant and Office Manager.After graduating from USF's Muma College of Business, Todd "Cole" Rix was eager to join the Carrera Financial Family. Within a month of his graduation, Cole had enrolled into the LPL Advisor Institute. Chief Executive Pawficer CEP, Kitto Kat, has been apart of the Carrera Financial Family since 2012. He shows exemplary client support and dedicates his off time to maintaining the lizard population in the local community. "Meow."Qualifications:Looks just like a black panther.Can jump 5 times his height. Private Trust Company The Private Trust Company N.A. (PTC) is an affiliate of LPL Financial. PTC manages trusts and family assets for high net worth clients and is licensed in all 50 states under its 1995 national banking charter to administer the trusts and implement the estate plans of affluent families. The bank does not engage in lending or deposit taking; it specializes solely in providing fiduciary solutions. As its primary mission, PTC provides trust services to clients of LPL Financial advisors as well as to local clients in Cleveland, Ohio, where it is headquartered. PTC is also the custodian of all of the LPL Financial IRA accounts.