Client Portal

FP Portal

Find A Pro Near You

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

J. Carlos Limon

Juan Carlos Limon moved to Atlanta, Georgia from Mexico City in 2001. He worked in a fast, upscale environment, assuring customer satisfaction in the Web Development and Software industry until 2010. He became passionate about personal finances and investments in 2007 when it was presented by a friend. With encouragement of family and friends, Carlos started the licensing process in the field. He went full time in the financial services industry in 2011, he became a Financial Advisor. Dave Ramsey and Andres Gutierrez opened their doors to Carlos as their Endorsed Local Provider in 2012 and he has been working with many families to accomplish financial independence. He truly has the heart of a teacher and enjoys financial success.

In his free time, Carlos loves to spend time with his wife Ruth and four kids. He plays guitar and enjoys The Beatles. Grateful for the American dream, Carlos makes sure to nurture and pass on knowledge to those who are hungry for success.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Carlos:

  • Sarasota, FL
  • 14 years experience
  • Love The Beatles and Sixties music!

Locations Served


  • 770-912-3598

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Copyright © 2021 SmartPro Financial LLC. All Rights Reserved.