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.
Manuel is a founding partner of Cresta Advisors and has over fifteen years of experience in the financial services industry. His focus is on servicing individuals, institutions, and high net worth families from both the USA and Mexico.
Manuel earned a BA in Economics with a minor in Finance from The University of Texas at Austin.
He also recently completed The Certified Private Wealth Advisor® certification (CPWA®) at the University of Chicago Booth School of Business. The CPWA® certification is developed by the Investment Management Consultants Association® (IMCA®) and focuses on providing financial advisors the education to recognize challenges high net worth individuals encounter, and implement strategies to minimize taxes, protect and grow assets, and transfer wealth.
Manuel is on the advisory board at the A.R. Sanchez, Jr. School of Business at Texas A&M International University. He works closely with the faculty at the university to help students prepare for the financial services industry.