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Antonio Tovar, CFP®

Wealth Manager

Antonio is a CERTIFIED FINANCIAL PLANNER™ practitioner and is developing a specialization in working with executives and professionals who receive equity compensation and other employer perks. His main responsibilities involve meeting with clients, providing support for other advisors in financial planning projects, and researching different areas of interest that are impactful to creating a financial plan.

Antonio is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Additionally, he has spent time volunteering at the Central Texas Food bank and is looking for more community service opportunities to contribute to.

Antonio is a graduate of Texas Tech University with a bachelor’s degree in Personal Financial Planning. He started his financial career working as a broker, where he facilitated trades and assisted with client account support. Antonio has been featured or quoted in Business Insider, Yahoo! Finance, Financial Advisor Magazine, and GOBankingRates. Most recently, he was extensively quoted in an article in Sound Dollar discussing how to rollover a 401(k) into an IRA. In addition, he was interviewed on NTD Television on how to get out of debt.

As a native Austinite, Antonio spends much of his time in his hometown with family and friends. He enjoys activities such as disc golf, hiking and biking, or playing his guitar on a relaxing weekend. One thing he missed about home was the vibrant color of the surrounding Austin area.


  • Equity Compensation Analysis including ISOs, RSUs, ESPP, and more
  • Risk Management Reviews
  • Tax Planning Strategies
  • Financial Planning Software Expert

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