Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marcela G
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, Inc. with 7 years of industry experience. She holds a Series 65 designation and has previously worked at Banco Itau International, Itau International Securities, and Ascendo. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocations informed by BBVA S.A.’s fund research and third-party resources, offering a range of portfolio options including mutual funds, ETFs, UCITS, and structured products.
Michael R
Series 63, Series 66
Houston, TX
BBVA Global Wealth Advisors, Inc.
Michael Ricciardi is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, with 13 years of industry experience. His prior roles include positions at Vector Global WMG, Citigroup, and Banco Nacional de México. Outside of his advisory work, he is a director at Phat Ducky Enterprises LLC, a company involved in property remodeling and flipping. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a range of investment products and a risk-profile-driven approach supported by BBVA S.A.’s fund research and third-party resources.
Jessica R
Series 63, Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Jessica Rodriguez is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior firms include JPMorgan Securities LLC, PNC Investments LLC, and Insigneo Advisory Services LLC. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses investor risk profiles to guide strategic and tactical asset allocation, employing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities with ongoing portfolio reviews and rebalancing.
Ceciel E
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Ceciel Edgar is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, she worked at BBVA Mexico from 2015 to 2024. Outside of advisory services, she refers clients to BBVA Global Wealth Insurance, Inc., an insurance agency. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing portfolio advisory, wrap fee programs, and access to various model portfolios. The firm combines strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, offering international investment options and conducting regular portfolio reviews.
Rodrigo M
CFA®
Miami, FL
BBVA Global Wealth Advisors, Inc.
Rodrigo Morales Aramburu is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior experience includes roles at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm utilizes strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, providing access to a broad range of investment products including mutual funds, ETFs, UCITS, and structured products.
Victor P
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Victor Pina Pinero is a financial advisor at BBVA Global Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with BBVA entities since 2015, including BBVA Mexico and BBVA USA Rep Office. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research and third-party resources, offering portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.
Maria M
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Maria Mantilla Gomez is a Series 65-registered financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. She previously worked at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, managing portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.
Jorge R
CFA®, Series 63
Miami, FL
BBVA Global Wealth Advisors, Inc.
Jorge Rivas Padilla is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with BBVA Global Wealth Advisors, Inc., where he has worked since 2023. His prior roles include positions at PNC Investments and several BBVA affiliates, including BBVA Mexico. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research alongside third-party resources, offering access to a range of investment products with regular portfolio reviews and rebalancing.
Gustavo R
Series 63, Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Gustavo Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a strategic and tactical asset allocation approach using a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s fund research and third-party resources.
Roberta F
Series 66
Houston, TX
BBVA Global Wealth Advisors, Inc.
Roberta Fernandes is a financial advisor at BBVA Global Wealth Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, BTG Pactual, Valores Banistmo, Santander Securities, and Merrill. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, offering portfolio advisory, wrap fee programs, and access to various model portfolios. The firm constructs investor risk profiles aligned with its investment guides, combining strategic and tactical asset allocation using both BBVA S.A.’s fund research and third-party resources.
Matteo H
Series 63, Series 66
Miami, FL
BBVA Global Wealth Advisors, Inc.
Matteo Hernandez Sada is a financial advisor with BBVA Global Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citigroup, BBVA Securities Inc., Compass Bank, and Charles Schwab. Outside of finance, he is involved with Team Matteo LLC, a media and photography business. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing portfolio advisory, wrap fee programs, and access to model portfolios combining strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm’s portfolios include mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic reviews and suitability assessments.
Jose D
Series 65, Series 66
Miami, FL
BBVA Global Wealth Advisors, Inc.
Jose Diaz Ceballos Mercado is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked at Punto Brokerage Firm and Theorie Consulting and has been involved with Hair Drezzers on Fire since 2022. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory services that include portfolio management, wrap fee programs, and access to various investment models. The firm utilizes a combination of strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources.
Karla S
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Karla Solorzano Valencia is a Series 65-credentialed advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. She has one year of industry experience, including roles at BTG Pactual US Capital LLC, ClaimPay, Stone X Financial, and Santander Bank. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources, with a focus on diversified portfolios including mutual funds, ETFs, UCITS, structured products, and individual securities.
Luis G
Series 65
Houston, TX
BBVA Global Wealth Advisors, Inc.
Luis Guerrero is an advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Banorte Securities, PNC Bank, and BBVA-related entities dating back to 2015. He is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by in-house and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.
Augusto T
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Augusto Tricotti is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. His background includes six years at BBVA Uruguay and two years at BBVA Germany. He is also an agent at BBVA Global Wealth Insurance Agency, Inc., where he assists clients with life insurance decisions. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, using a risk-profile-driven approach that combines strategic and tactical asset allocation informed by BBVA S.A.’s research and third-party resources. The firm offers access to mutual funds, ETFs, UCITS, structured products, and individual securities, with regular portfolio reviews and rebalancing.
Oscar M
Series 65
Houston, TX
BBVA Global Wealth Advisors, Inc.
Oscar Mancineiras is a financial advisor at BBVA Global Wealth Advisors, Inc. in Houston, TX, holding a Series 65 designation. He has prior experience at Texas First Bank and has held roles at the University of Houston, Houston Methodist, ATP, and Olivet Nazarene University. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, offering a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.
Andres P
Series 63, Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Andres Pilliod is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm offers portfolio advisory, wrap fee programs, and access to model portfolios and third-party investment models, using a risk-profile based approach that incorporates both internal and external research.
Sara B
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Sara Bolanos is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2026, she worked at BBVA Colombia S.A. for five years and Banco de Bogotá Panama S.A. for five years. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices, providing investment advisory services that include portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses client risk profiles mapped to investment guides combining strategic and tactical asset allocation, leveraging both BBVA’s fund research and third-party resources.
Humberto G
CFA®
Miami, FL
BBVA Global Wealth Advisors, Inc.
Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. Prior to joining the firm in 2025, he spent ten years at BBVA SA. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-based approach to asset allocation, utilizing a combination of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by proprietary and third-party research.
Rodrigo R
Series 65
Miami, FL
BBVA Global Wealth Advisors, Inc.
Rodrigo Reyes De La Luz is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. He previously worked at BBVA Mexico from 2015 to 2025. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation based on proprietary and third-party research, offering diversified portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters