Carolina Reyes Matos

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 04/2026
  Banco Popular De Puerto Rico
  San Juan, PR
• 10/2019 → 12/2020
  Kpmg
  San Juan, PR
• 08/2014 → 12/2018
  University Of Puerto Rico, Rio Piedras Campus
  San Juan, PR
• 06/2017 → 08/2017
  Kpmg
  San Juan, PR
• 07/2016 → 06/2017
  Colgate Palmolive
  Guaynabo, PR
• 03/2021 → 07/2023
  Banco Popular De Puerto Rico
  San Juan, PR
• 01/2021 → 02/2021
  N/A
  San Juan, PR
• 01/2019 → 09/2019
  N/A
  San Juan, PR
• 05/2026 → Present
  True Financial Llc
  San Juan, PR

Other Businesses

1. TRUE FINANCIAL LLC POSITION: Agent NATURE: Sales of Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Equity Indexed Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/18/2026 ADDRESS: 381 Ave. Dona Felisa Rincon de Gautier Apt 504, San Juan PR 00926, United States DESCRIPTION: Sales of Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Equity Indexed Annuities. 2. OLIVER FINANCIAL GROUP LLC - JOAQUIN OLIVER RIVERA POSITION: Advisor NATURE: Financial Planning & Advisory Fee Account INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2026 ADDRESS: 16 Jose Marti St, Floral Park, San Juan PR 00917, United States DESCRIPTION: Provide Financial Planning & work with Management Fees accounts

Designations

• Certified Financial Planner