Carlos Donat Arjona
Carlos Donat Arjona is the founder and Managing Member of Next Play Wealth, where he also serves as Chief Compliance Officer and is the firm's principal investment adviser. He leads portfolio management and financial planning for clients, guided by a fiduciary commitment to putting their interests first.
A graduate of the University of Portland, Carlos holds a Master of Science in Finance along with bachelor's degrees in Finance and in Operations & Technology Management. Before founding Next Play Wealth, he served as an Investment Advisor Representative and Financial Analyst at ROI Financial Advisors.
[Draft bio assembled from the public Form ADV filing — please review and replace with your preferred version.]