Milner Carballo, CFP®, CLU®, ChFC®, CWS®, RICP®
Co-Founder & Financial Advisor
Milner Carballo, CFP®, CLU®, ChFC®, CWS®, RICP® is a financial advisor and co‑founder of Gentry Partners Wealth Management, where he focuses on helping individuals and families develop clear financial goals and disciplined strategies to pursue long‑term financial independence. With more than three decades in the financial services industry, he has built a practice centered on thoughtful planning, behavioral discipline, and long‑term client relationships.
Milner’s perspective on wealth and financial responsibility was shaped early in life. The son of immigrants from Argentina, he grew up in a family that valued hard work, perseverance, and financial prudence. His father was an entrepreneur in the manufacturing industry, while his mother pursued her medical degree later in life, attending medical school in her mid‑thirties. Their example instilled in him a strong work ethic and a belief in the importance of living within one’s means while consistently saving and investing for the future.
He graduated from The University of Texas at El Paso with a degree in Business Administration with a concentration in Finance and entered the financial services industry during his final semester of college. Beginning his career in 1993, Milner spent several years developing expertise in insurance and risk management before transitioning into broader financial planning and wealth management.
In 2005, he co‑founded Gentry Partners Wealth Management, where he helps clients design comprehensive financial strategies that address wealth accumulation, retirement income, asset protection, and long‑term legacy planning. His philosophy centers on helping clients define meaningful goals and then building disciplined plans designed to achieve them—while helping them navigate the emotional challenges that often accompany investing and market volatility.
Milner has earned several advanced professional designations, including Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Certified Wealth Strategist® (CWS®), and Retirement Income Certified Professional® (RICP®). Over the course of his career he has also been recognized within the industry as a lifetime qualifying member of the Million Dollar Round Table and a Top of the Table member, distinctions held by a small percentage of financial professionals worldwide.
One of the most meaningful aspects of Milner’s work is the longevity of the relationships he has built. Many of the individuals and families he began advising early in their careers are now transitioning into retirement—often after decades of disciplined planning and collaboration.
Outside of his professional life, Milner enjoys staying active, traveling, and spending time with his family. His interests include fitness, mountain biking, and cross‑country motorcycle riding. He is married, has two daughters and a grandson from his first marriage, and shares an eight‑year‑old son with his wife.
“Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must appl annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.”