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Best Financial Advisors in San Antonio
Financial Planners in San Antonio
San Antonio and New Braunfels represent a thriving hub where tradition meets rapid growth, creating unique financial challenges for families, entrepreneurs, and retirees alike. In a region that blends military heritage, small-business innovation, and a growing corporate sector, financial advisors play a crucial role in helping individuals and organizations build lasting strategies. From retirement income planning to small-business wealth management, these professionals guide their clients with both technical expertise and a deep understanding of the local economy.
At Digital Reference, we believe in connecting communities with top-tier talent. Just as we’ve explored in our about page and through resources like consultant spotlights, our mission is to bring transparency and clarity to the process of finding the right expert. This San Antonio–focused list highlights financial advisors who stand out for their integrity, credentials, and impact.
Methodology: How We Selected These San Antonio Financial Advisors
🔎 Research-driven: Each advisor was evaluated based on credentials (CFP®, CFA, CPA, and more), professional history, and demonstrated expertise.
📊 Client-centered: We considered authentic client feedback, reputation in the community, and measurable results.
🏆 Recognized excellence: Advisors featured have earned designations, awards, or industry thought leadership roles.
🏡 Community-rooted: Selection was limited to advisors actively serving San Antonio–New Braunfels and contributing to the local financial ecosystem.
The advisors featured here have distinguished themselves with integrity, professionalism, and a commitment to helping clients achieve financial clarity.
🌟 Meet the Advisors Making an Impact in San Antonio
🔷 Chris Powers
Regional Director | Partner at Merit Financial Advisors
🔗LinkedIn
Chris Powers brings years of experience helping individuals and families navigate estate planning, retirement strategies, and investment decisions. His advanced designations reflect his commitment to technical excellence and continuing education. He has built a reputation for crafting comprehensive financial frameworks that integrate legacy planning with wealth growth.
Why he stands out as a financial advisor:
✨ Extensive credentials across estate and retirement planning
🔹 Strong record of client trust and long-term relationships
📌 Known for simplifying complex strategies into actionable steps
🔷 Jaime Chavez
Financial Advisor at Wilson Wealth Advisors
Jaime Chavez brings more than two decades of financial services experience, with a focus on holistic planning and retirement readiness. His RFC® designation underscores his dedication to providing ethical, client-focused financial advice. Jaime’s approachable style makes him a trusted partner for individuals seeking steady, reliable guidance.
Why he stands out as a financial advisor:
🔹 Over 20 years of financial services experience
✨ Certified in providing ethical, client-centered guidance
📌 Trusted for helping clients prepare confidently for retirement
🔷 Kevin V. Peña
Financial Advisor at Rethink Wealth
Kevin Peña has built a career on guiding clients through investment and retirement strategies tailored to their unique situations. He is known for blending technical precision with accessible communication. His local insights allow him to create solutions that work specifically for the San Antonio–New Braunfels community.
Why he stands out as a financial advisor:
🔹 Strong background in investment and retirement planning
✨ Known for clear communication and education
📌 Personalized strategies rooted in the local economy
🔷 Scott Leavitt
Financial Advisor at Financial Life Advisors
Scott Leavitt is a Certified Financial Planner® dedicated to retirement and wealth management strategies. He has guided numerous clients through transitions, helping them optimize their financial future. Scott’s planning style integrates careful analysis with personal connection.
Why he stands out as a financial advisor:
✨ Strong expertise in retirement planning
🔹 Personalized approach grounded in long-term relationships
📌 Trusted to provide clarity during life’s transitions
🔷 Ramiro Marmolejo
Founder/CERTIFIED FINANCIAL PLANNER™ at Financial Rubrics
🔗LinkedIn
Ramiro Marmolejo is the founder of Financial Rubrics, where he specializes in financial coaching, literacy, and planning. His work emphasizes education-first strategies, ensuring clients understand every step of the process. Ramiro’s entrepreneurial approach reflects his passion for building stronger financial futures for individuals and families.
Why he stands out as a financial advisor:
🔹 Founder bringing a unique financial coaching model
✨ Strong advocate for financial literacy and empowerment
📌 Community-focused approach tailored to diverse client needs
🔷 Matt Donaghue
Managing Member | Financial Planner at Mission Financial Planners, LLC
Matt Donaghue is a CFP® with extensive experience in helping clients build retirement and investment strategies. His method emphasizes aligning financial choices with personal values. Matt has earned trust through his transparent and approachable planning style.
Why he stands out as a financial advisor:
✨ Experienced in retirement income strategies
🔹 Strong advocate for values-based financial planning
📌 Trusted for approachable and transparent guidance
🔷 James Jurica
Director of Advisor Development and Financial Planner at Wealth Watch Advisors
James Jurica holds multiple advanced designations, reflecting his wide expertise across planning, insurance, and retirement income. His comprehensive knowledge enables him to address complex client needs with precision. James’s reputation is built on trust and high-level problem-solving.
Why he stands out as a financial advisor:
🔹 Multiple advanced designations
✨ Expertise in retirement income and insurance solutions
📌 Known for solving complex financial challenges
🔷 Christopher Reddick
Owner and Financial Planner at Chris Reddick Financial Planning, LLC
Christopher Reddick is the founder of Chris Reddick Financial Planning, a firm that serves professionals and families seeking clear, transparent advice. With a focus on fiduciary, fee-only planning, he is deeply committed to putting clients’ interests first. His reputation for integrity and accessibility has made him a trusted figure in the San Antonio area.
Why he stands out as a financial advisor:
✨ Founder committed to fiduciary, fee-only planning
🔹 Strong advocate for transparency and client-first service
📌 Recognized for accessibility and trustworthiness
🔷 Kim Nourie
Senior Wealth Manager at Financial Life Advisors
Kim Nourie combines the expertise of a CPA and CFP®, offering a unique blend of tax and financial planning skills. She works with individuals and families to optimize wealth strategies while managing tax implications. Kim’s dual skill set makes her a powerful partner for clients seeking comprehensive planning.
Why she stands out as a financial advisor:
🔹 Dual background in tax and financial planning
✨ Strong ability to maximize tax efficiency in plans
📌 Trusted advisor for holistic, integrated strategies
🔷 January Smith IV
Financial Planner & Founder at Janus Financial Planning, LLC
January Smith IV is the founder of Janus Financial Planning, where he helps clients with retirement, tax, and holistic financial planning. His dual credentials as a CFP® and Enrolled Agent provide him with expertise in both strategy and compliance. January is known for creating personalized and tax-smart financial roadmaps.
Why he stands out as a financial advisor:
✨ Founder combining financial and tax expertise
🔹 Known for personalized, tax-efficient planning
📌 Strong reputation for fiduciary responsibility
🔷 Kristin Carlton
Partner - Senior Wealth Advisor and Exencial Wealth Advisors
Kristin Carlton is a Certified Financial Planner® who specializes in goal-based financial planning. She works closely with clients to align their values with their long-term financial objectives. Kristin is highly regarded for her attention to detail and her client-first philosophy.
Why she stands out as a financial advisor:
✨ Dedicated to goal-based financial planning
🔹 Known for detail-oriented and thoughtful strategies
📌 Strong advocate for aligning values with financial decisions
Building Financial Strength in San Antonio
The financial advisors of San Antonio bring together a powerful blend of expertise, cultural awareness, and dedication to client success. From guiding families through generational wealth planning to helping business owners strengthen their financial footing, these professionals provide clarity in a landscape that can often feel complex. Their ability to pair technical precision with personalized care ensures that clients don’t just meet their financial goals—they build lasting confidence in their future.
What makes this community unique is its deep connection to both tradition and innovation. San Antonio–New Braunfels advisors understand the diverse needs of a growing region—balancing the priorities of established families, new entrepreneurs, and thriving organizations. By fostering trust, encouraging financial literacy, and prioritizing long-term stability, they serve as key partners in shaping the economic resilience of the region.
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At Digital Reference, our mission is to spotlight professionals who embody this commitment to transparency, integrity, and meaningful impact. We invite you to continue exploring our internal resources for more insights, tools, and advisor spotlights that can help you make well-informed decisions about your financial journey. Learn more at Digital Reference.
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