The Cresta Advisors Team
Our Human Capital is an integral part of the firm we are today, and of the firm we are creating for the future. We encourage continuous professional development for all our team members to be better suited to meaningfully communicate with our clients on issues that impact their investment and wealth management decisions.
Ismael is a native of Laredo, TX. He obtained his bachelor’s degree in Business Administration with a concentration in International Economics from Texas A&M International University.
Ismael brings years of experience within the financial services industry. He is passionate about helping individuals and businesses in the local community achieve their financial goals by setting clear objectives and creating a retirement plan that best meets their needs.
Ismael will serve as the main contact and primary service advisor for the employer sponsored plans at Cresta Advisors.
He is actively involved in the Laredo community and is a current member of the Laredo Rotary Club as well as being an active participant in the yearly Walk to End Alzheimer’s events.
During his free time, Ismael enjoys spending time with his family, grilling all kinds of meats, and cycling.