Ricardo is the Director of Planning and Investments at Icon Wealth Partners. With three decades of industry experience, he leads Icon’s financial planning and trading efforts. He works directly with clients on the development and implementation of highly personalized financial plans to help achieve their short-term and long-term financial goals.
Prior to joining Icon Wealth Partners, Ricardo served as Case Design Director at MassMutual Financial Group Texas Gulf Coast and Regional Investment Analytics Specialist for the Southwest Wealth Planning Center at Morgan Stanley Smith Barney. During his time at these two entities, he was responsible for providing comprehensive financial planning, investment analysis and asset allocation recommendations. Ricardo also served as a Portfolio Manager and Equity Research Analyst for 7 years at Woodway Financial Advisors. He began his career as a Bond Trader in 1994.
Ricardo is a CERTIFIED FINANCIAL PLANNER™ practitioner and a current member of the Financial Planning Association (FPA®) of Houston and a State of Texas General Lines Insurance Agent. He holds a Bachelor of Business Administration degree in Finance from the University of Houston.
He and his family reside in Houston and are active within their local community and enjoy supporting the University of Houston athletics programs.
