Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
David Alvarez (CRD# 4957825) is an Wealth Advisor working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 15 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification...
Ramiro Marmolejo (CRD# 2834731) is an Investment Advisor Representative, and Regional Vice President at Wealth Watch Advisors, LLC in San Antonio, TX and has over 20 years of experience in the Financial Services Industry. Ramiro Marmolejo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with...
"Our goal is to help people overcome their worries and concerns about money and investing so they have more time to focus on what's most important to them." –Neil Vannoy, MBA, CFP®
We believe that financial planning is the most important part of the work we do. That being said, a financial plan doesn’t have to be complex and run hundreds of pages to provide value. A great financial plan only needs to answer two questions:
1. Where do I want to go financially?
2. What will it take to get there?
We don’t produce canned financial plans. Our financial plans are customized for...