Cresta Advisors' Blog

Facts only 🧠 In 2019 the U.S. retained its position of being the world's largest economy since 1871. Its economy constitutes of almost a quarter of the global economy, backed by advanced infrastructure, technology, and an abundance of natural resources. Did you know? A handful of US states have similar, if not bigger, economies than countries. Sources: The World…

Meet the Team! This week we will highlight Karla F. Pena, our lead Client Associate. At Cresta Advisors, Karla is a primary point of contact for clients and their account service requests.  Additionally, she coordinates the firm’s marketing initiatives, creates content for our social media, and executes on the firm’s brand communication. She has over…

In this week’s spotlight we have Manuel E. Garza.  Manuel is a founding partner of Cresta Advisors and is responsible for establishing and implementing Cresta’s mission and vision. Manuel has years of experience advising clients through all market cycles and is the only designated Certified Private Wealth Advisor (CPWA) in Laredo. At Cresta, Manuel strives…

Our Meet the Team segment will highlight one of our team members so you can get to know them a little better and understand their role within Cresta Advisors. In this week's spotlight we have Yaziri "Yaya" Ayala. Yaya, with over fourteen years of client service experience in the financial services industry, will use her experience…

The unprecedented emergence of COVID-19 has undoubtedly impacted every aspect of life. Workplaces across the country have been forced to adapt, and Cresta Advisors is among them. Back in mid-March, in order to combat the uncertainties of COVID-19, our team was asked to work from home. It has now been over two and a half…

Did you know?  “Just a third of Americans have heard of 529 plans, while only a quarter know that the purpose is to save for education.” (The New York Times, 2019). Have you started saving for your child’s future college expenses? Money deposited after taxes in 529 accounts is invested and grows tax free. It…

Not everyone who claims to be a financial planner has the adequate experience and training to advise you. Seek advice and guidance from a Certified Financial Planner. CFPs are held to continuous rigorous educational standards and pledges to act in your best interests Cresta Advisors is proud to have a CFP as part of our…

Choosing an investment management firm is one of the most important decisions an investor can make. The firm’s ideology and philosophy will be communicated and implemented by all their team members. In this volatile financial market environment, you would want to work with a firm that provides advice and guidance for what’s best for you. A Registered Investment…