SAN ANTONIO FINANCIAL PLANNING

One of the first questions people ask us is if they will have enough to retire. The fact is, most people struggle with this same question. You’re not alone, and we’re here to help.

Contact the San Antonio Office
GWA team photo shows the team of financial advisors standing in front of a glass door.

FINANCIAL PLANNING SIMPLIFIED

The experienced team in our Houston headquarters has the resources and flexibility to provide you with a custom-tailored personal financial planning solution for today, tomorrow, and generations to come. You’ll experience the difference with our proprietary 3P Approach©, a process that ensures we create a financial plan that reflects your goals and that grows with you as your financial life evolves.

MEET THE TEAM OF PROFESSIONALS

Our Houston location houses some of the brightest minds in wealth management with specialists in investment management, retirement planning, business planning, risk management, tax reduction planning, estate planning, business planning including debt, cash flow analysis, and 401(k)s, education planning, and philanthropy. While there are virtually unlimited planning options available, our team of professionals helps ensure our process puts the various pieces of your financial life together.

Rolando "Rollie" Rodriguez headshot.

Rolando Rodriguez

Wealth Management Assistant -

San Antonio Office

Nick Rodriguez headshot.

Nick Rodriguez

CFP®

Wealth Management Assistant -

San Antonio Office

Patrick Grothues headshot.

Patrick Grothues

MS

Controller -

San Antonio Office

Paedyn Fazon headshot.

Paedyn Fazon

Client Relationship Manager -

San Antonio Office

Brenda Caballero headshot.

Brenda Caballero

Client Service Associate -

San Antonio Office

Thea Galenes headshot.

Thea Galenes

MFA

Marketing Coordinator -

San Antonio Office

Chris Powers headshot.

Chris Powers

CFP®, AIF®, AEP®

Managing Partner -

San Antonio Office

Global Wealth Advisors Wealth Advisor Scott Portlock in headshot.

Scott Portlock

CFP®, CLU®

Wealth Advisor -

San Antonio Office

Aïssatou Sidimé-Blanton

CFP®, CLU®

Retirement Plans Advisor -

San Antonio Office

Global Wealth Advisors Compliance Officer Brent Farrimond in headshot.

Brent Farrimond

Compliance Officer, -

San Antonio Office

Smiling family served by professional financial planning and wealth management.

MORE THAN JUST FINANCIAL PLANNING

We value giving back to the communities in which we operate. Through our GWA Gives© program,  we actively engage with the community through a variety of hands-on volunteer and philanthropic activities. Many of the organizations we support were brought to us by our staff members. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog articles, informational videos, and a podcast that are useful for people at any stage of their financial life.

VISIT OUR CONVENIENT LOCATION SERVING SAN ANTONIO

Latest Blog Posts

How to Create Stronger Passwords and Protect Your Online Accounts A man sitting at a desk in front of a computer scrutinizing a suspicious phishing email for cybersecurity purposes, A cybersecurity analyst examining a phishing email

How to Create Stronger Passwords

September 18, 2024

Learn how to create stronger passwords to protect your online accounts and discover effective tactics for safeguarding your digital presence. Presented by Kr...

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The Kiddie Tax

August 21, 2024

Explore the kiddie tax rules and their implications on parents' ability to transfer investment assets to their children and learn about tax planning strategies ...

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Mastering the Art of Salary Negotiation

July 23, 2024

Improve your salary negotiation skills and boost your earning potential. Learn how to research, prepare, and confidently ask for a higher salary. Presented by ...

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.