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

Sergio Weitzman

Private Wealth Advisor

Weitzman, Pathak & Associates

An Ameriprise Private Wealth Advisor

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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, 2022-2024

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.