“”True wealth goes beyond the numbers of your investment returns — it’s about designing a life of abundance and peace of mind through strategic planning, tuning out the noise, & developing meaningful relationships with those you love.
Carlos Cardenas is a seasoned wealth advisor with over two decades of experience in alternative investments, including commercial real estate, private equity, fine art, healthcare and technology startups. Known for his holistic approach, Carlos believes that investment returns are just one piece of the puzzle in designing a lifestyle that reflects his clients’ deepest values and aspirations.

His career spans diverse roles, from being a high-value art dealer in Paris to managing complex investment portfolios for family offices. Carlos has a unique talent for blending financial acumen with creative problem-solving, which has led to significant successes, such as orchestrating a world-record art auction and managing high-yield private investment vehicles.

As a father and son deeply connected to his roots, Carlos is passionate about multigenerational wealth preservation and lifestyle design. His goal is to nurture relationships with his clients and their families, helping them build and preserve deep, true wealth that provides lasting peace of mind.

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Education
  • BS, Business Administration, Trinity University, 1994
  • MFA, California Institute of the Arts, 1996
Experience
  • 2014, Chief Investment Officer and Portfolio Manager, White Tiger Capital
  • 2003, Founder & Principal, Alamo Fine Art
Background

Carlos Cardenas was born in Paraguay and grew up in San Antonio, Texas. His passion for business development has taken him across the globe, having lived in Paris for nearly 20 years, where he honed his expertise in the high-value art market. Fluent in English, French, and Spanish, Carlos’s multicultural background enriches his perspective and enables him to connect with clients from diverse backgrounds.

Outside of work, Carlos shares a beautiful home filled with art, plants and books with his interior designer wife, 2 beautiful daughters, 2 Boston Terriers, and black rescue cat.

He believes in helping others achieve their financial goals through education and clear, articulate communication, ensuring that every client feels confident in their journey to financial independence and peace of mind.

Carlos is a lifelong learner and recommends the following resources to anyone interested in personal finance:

Highly recommended books:

Cashflow Quadrant by Robert Kiyosaki Amazon Link

The Psychology of Money by Morgan Housel Amazon Link

The Algebra of Wealth by Scott Galloway Amazon Link

Favorite Business & Personal Finance Podcasts

My First Million, Spotify Link

Money Wise, Spotify Link

Acquisitions Anonymous, Spotify Link

The Wall Street Skinny, Spotify Link

* Please reach out for more recommendations (He has a lot!)