Adriana is a Wealth Management Advisor at OneDigital’s Financial Services Houston Office. As a Wealth Management Advisor, Adriana works with clients developing comprehensive financial plans and advising individuals with sound financial strategies. She also supports the Retirement Plan Team with individualized advice to Retirement Plan clients (business owners) executives and employees, and provides educational presentations for plan participants in English and Spanish.
Adriana has over 25 years of leadership and financial industry experience. She graduated with honors from Universidad Iberoamericana in Mexico City, with a B.S. degree. Adriana received her Certified Financial Planner™ designation from Rice University, she is an Accredited Investment Fiduciary (AIF®), Registered Investment Adviser, and holds Life and Health Insurance licenses. Adriana has a Certificate in Blockchain and Digital Assets and is a member of the Financial Planning Association (FPA).
