Meet The Owner
Carlos Moniz
CEO
Carlos has a true passion in helping people better their circumstances in everything they do. Growing up he recognized there was a huge need for financial literacy when it came to everyday life. This is not something we were ever taught in school. People knew how to make money by working hard for it but spent it inefficiently & aimlessly. One thing that stuck out to him as he began to research a lot of sectors is that when business would ask for any amount of “$” people would just hand it over. Carlos wanted to understand what is the need with both parties without taken advantage of the customer. So that’s when ECM came to life.
Carlos helps clients by going through a process that would help the client understand all of the life’s moving parts when it comes to finances. These areas of focus range from all types of personal and business Financial Planning: Insurance, Estate Planning, Investments, etc.. Carlos will teach you how to “make your money work hard for you as hard as you work for it!”
In his free time he enjoys spending time with his friends and family when it comes to his downtime. Carlos enjoys going on vacations to see the other cultures to keep him humble and appreciate everyone and life. One of his main hobbies is eating and loves to try new restaurants. He likes to call himself a world renowned “foodie” since he will try anything at least once and provides great insight and feedback.