Houston, TX Office

Alejandro Mateos Gonzalez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 license and four years of industry experience. He has been associated with Actinver in Mexico since 2005 and facilitates referrals to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

Francisco Maza is a CFA® charterholder with 29 years of industry experience, currently serving at Alterna Wealth Management, Inc. He has held roles at Wealth Services, Inc. and multiple entities within the Actinver group over the past two decades. Outside of his advisory work, Mr. Maza is the sole member of TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach using dynamic models tailored to client needs and serves a substantial non-U.S. client base, predominantly Latin American.

Francisco Rivera Corona is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he was affiliated with Alterna Securities, Inc., and has an academic background including several years at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Rosario Flores is a financial advisor with Alterna Wealth Management, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with Alterna Securities, Inc. since 2015. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach using dynamic models and quantitative analysis to tailor strategies for each client.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets Inc. and Citibank n.a. Maribel is based in Houston, TX. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Raul Chapa Ugalde is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with four years of industry experience. He has previously worked at Credit Suisse AG and Credit Suisse Asesoria Mexico. He holds a Series 66 designation and is a minority owner of Grupo DOSCEROQUINCE SA de CV, a Mexican venture capital company, though he is not involved in its management. Alterna Wealth Management provides investment advisory and portfolio management services primarily to clients in Latin America, including high-net-worth individuals, trusts, and institutions. The firm emphasizes global diversification and client-tailored investment strategies supported by integrated affiliated entities and dynamic portfolio management.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2008. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with tailored strategies and dynamic models across markets, currencies, and instruments.

Patricio Gomez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Alterna Securities in 2021, he worked in real estate at Bright Lakes Real Estate. He is also the owner of House of Regent LLC, a real estate management company, which he operates on a limited basis without compensation. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management and Trinity University. He has been with Alterna Wealth Management and its affiliated broker-dealer, Alterna Securities, since 2020. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach supported by quantitative analysis and technical research, managing approximately $1.2 billion in assets.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Before entering the financial advisory field, he worked at Popeyes Louisiana Kitchen and held roles in education at the University of Houston, Lonestar Community College, and Obra D. Tompkins High School. Alterna Wealth Management provides investment advisory and portfolio management services primarily to clients outside the United States, with a notable focus on Mexican citizens. The firm employs a disciplined, client-tailored investment process emphasizing global diversification and integrates with affiliated entities to support cross-border market access.

Patricio Esquivel is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at SSA Recruitment, Scott Humphrey Corporation, Lumicity, and Concordia University Nebraska. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base primarily outside the United States, especially in Latin America. The firm emphasizes a disciplined, client-tailored investment process centered on global diversification and integrates affiliated entities to support cross-border market access.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Alterna Securities Inc and teaching positions at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with dynamic models tailored to client needs, supported by quantitative analysis and third-party research.

Linda Legg is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Alterna Securities, Inc. and several organizations in different sectors, including the University of St. Thomas and Academy Sports and Outdoors. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base concentrated primarily in Latin America. The firm emphasizes a disciplined, globally diversified investment approach tailored to client needs, utilizing various strategies and leveraging affiliated entities for cross-border market access.

Eugenio Canales is a financial advisor at Alterna Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Alterna Wealth Management and its affiliated broker-dealer since 2024. Outside of financial advising, he is the founder of Be Better Brand, a sole proprietorship in Mexico that sells a deck of cards designed to help children improve their mental health. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Jose Maria Celorio Alvarez is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Alterna entities since 2018, following earlier roles at Grupo Financiero Actinver and London Business School. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, primarily serving clients outside the United States, especially in Latin America. The firm emphasizes a disciplined, client-tailored investment process focused on global diversification and integrates affiliated entities to facilitate cross-border market access.