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
Katya Thompson-Cantu (CRD# 4001395) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Live Oak, TX and has over 17 years of experience in the finance industry.
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...