Top financial advisors working with established professionals in Albuquerque, NM

Liatriz Levy is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Outside of her advisory work, she is involved with Agri-Equine LLC, an enterprise under development focused on clinics and learning platforms. Concurrent Investment Advisors serves over 10,000 clients through approximately 161 advisors, offering wealth management, financial planning, and retirement services. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Leah Schwarz is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC, where she has worked since 2022. Prior to this, she was with Raymond James & Associates from 2018 to 2022 and Edward Jones from 2010 to 2018. Outside of her advisory role, she is involved in property management, including serving as a director of a rental real estate business. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory and portfolio management services, including discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Cheryl Knight is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Enterprise, she worked at Tiaa for three years and spent seven years at the University of New Mexico. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of investment and insurance products through both advisory and brokerage channels.

Victor Ortega is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Fidelity Brokerage Services LLC for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joshua Richards is a Series 66-licensed financial advisor with Thrivent Investment Management in Albuquerque, NM, and has four years of industry experience. Before joining Thrivent in 2021, he held roles in hospitality, education, and real estate. Outside of finance, Richards has experience in kitchen and bakery certification and remodeling services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementing those recommendations. The firm combines holistic, goal-based analyses with managed-account options, maintaining planning and portfolio management as separate services.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.