Wealth Management Since 1971

NICK IBANEZ

NICK IBANEZ

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NICK IBANEZ

CFP®

PRINCIPAL

WEALTH ADVISOR

Industry Experience: 13 years

  • Graduate, University of Texas at San Antonio – B.B.A., Finance
  • Formerly with a Texas-based broker-dealer in Houston, and served as a financial analyst for the Municipal Advisory Council of Texas
  • Previously a member of the firm’s Investment Committee and managed the firm’s fixed income desk
  • Member, Financial Planning Association

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