As Seen in the Press

Recent News

Our team has a wealth of knowledge and we are proud to have been featured in various media outlets, showcasing our insights and recommendations. Below are some of the organizations that have highlighted our team:

UNAB logo

Ingeniero Financiero UNAB ‘maneja’ finanzas personales de los estadounidenses

Universidad Autónoma de Bucaramanga – UNAB

October 8, 2024

Has the U.S. Economy Reached a Tipping Point?

The Wall Street Journal

August 9, 2024

Early Retirement In More American’s Plans

Public Sector Retirement

April 29, 2023

A refresher on what the FDIC is and does

Houston Public Media

March 20, 2023

Top 100 People in Finance

The Top 100 People in Finance

The Top 100 Magazine

2021

Read how The Top 100 are selected here.

Propuesta didáctica aplicada al mercado de derivados en Colombia

Universidad Autónoma de Bucaramanga – UNAB

October 19, 2010

A Team You Can Trust

Our team has a wealth of knowledge and we are proud to have been featured in various media outlets, showcasing our insights and recommendations. Below are some of the organizations that have highlighted our team. To explore these articles and mentions, click here.

Houston Chronicle
Top 100 in Finance
Bloomberg
CNBC
Financial Planning Magazine
Telemundo
Financial Planning Association
Investment News
Financial Advisor Magazine
Market Watch