Wealth Advisor

Certified 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 5^th 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 Financial

FINRA Series 65 Registration is held with IHT Wealth Management

Life, Health, and Variable Annuity licensed

Airline 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 1996-2021, based on total revenue.

Marketing and Business Development

Marketing 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 Business

Associate in Arts, Business Finance 2019

Bachelor of Science, Marketing and Sales 2022