Alamo Advisors, LP

John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.

Daniel Peterson is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 25 years of experience in the financial advisory industry. He has been with Alamo Advisors, LP in San Antonio, TX since 2002. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on selecting and monitoring independent third-party money managers. The firm manages client assets on a non-discretionary basis and offers additional services including accounting and tax preparation.

Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is affiliated with Alamo Advisors, LP and has been involved with both Alamo Advisors and RNJ Management, LLC since 2002. Alamo Advisors, LP serves primarily high-net-worth individuals and charitable organizations, focusing on investment advisory services through selecting and monitoring independent third-party money managers. The firm emphasizes a non-discretionary investment approach, quarterly performance reviews, and provides additional accounting and tax preparation services.