Check the background of registered investment professionals on FINRA's BROKERCHECK
![](/content/dam/cnr/who-we-are/people/headshots/investment-consultants/Carlos-IbanezTHUMBNAIL_300x300.png)
-
Carlos Ibanez
- CPWA®, CEPA®
- Investment Consultant
Mr. Ibanez joined City National Rochdale in 2017. In his role as an Investment Consultant, he is responsible collaborating with independent financial advisors to assist them in attracting high-net-worth clients in Florida and Puerto Rico.
Mr. Ibanez has over 10 years of previous experience educating and marketing alternative investments to financial advisors with firms such as CNL Securities, Franklin Square Capital Partners, and Triloma. Mr. Ibanez is a Certified Private Wealth Advisor® and a Certified Exit Planning Advisor®. He earned his B.B.A. in Finance and E-Business Technology from Stetson University. Outside of work, Mr. Ibanez enjoys spending time on the golf course or the beach with his family.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here