Wealth Management Assistant - San Antonio Office
Nick Rodriguez joined Global Wealth Advisors in 2024 as a wealth management assistant in their San Antonio office. Prior to this, he served as an Associate Financial Planner with Empower Wealth Advisors where he delivered financial advice to clients.
Nick works closely with advisors to help clients achieve their short- and long-term objectives. He is able to assist with investments, retirement planning, education funding, and risk and insurance planning. At his previous firms he was able to help with seminars and workshops on financial planning topics such as retirement readiness, evaluation of benefits packages, and financial literacy education.
Nick holds a Bachelor of Science in Business from the Mays Business School at Texas A&M University as well as an extended learning certificate from their Financial Planning Program. He also holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our San Antonio office is located at:
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