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Sergio Weitzman, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Sergio Weitzman

Private Wealth Advisor

Weitzman, Pathak & Associates
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business

Education

  • University of Houston, BA Finance, 1989

Awards & recognition

  • Ameriprise Circle of Success, 2004-2017
  • Forbes Best-in-State Wealth Advisors, 2022

Community participation

  • Holocaust Museum Houston, past board member
  • The Children's Fund Houston, past board member 2000-2005

Interests

Family, - my wife Carolina, and children Andrea and Alejandro.

Wine Making, Traveling, Fine Arts, Volunteer Work, Golf, Soccer.

Connect with us

Sergio Weitzman may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0D70750

AR License #1133261

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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