Humberto - Bert Moreno, CFA, Wealth Consultant - NFA Wealth Management

02/04/2026

What I appreciate from my RIA, National Financial Alliance, is their continued effort to share good information. This group is a real life example of the people is the product.

Proud to be part of their RIA!

Bert Moreno, CFA
512.745.7655

Is Your Financial Plan Reflecting Your Heart? ❤️ February is the month for focusing on commitment. We believe your wealth should support the values that defi...

07/22/2025

Celebrating a new asset milestone for my advisory practice today!

I want to personally thank all my clients for their trust and support of my practice. It is truly my honor to protect and growth your investment assets.

I look forward to future together!

Humberto (Bert) Moreno, CFA

07/09/2025

A daily view of the market.

06/06/2025

A quick word on Annuities. Call me with any questions.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

06/05/2025

Always a nice summary

06/03/2025

Vix steady around 19 and the Fed is on pause. No man's land.

04/26/2025

http://cplyl.betterworld.org/auctions/CANNONS-Lacrosse-Fundraising-Auction

We are excited to announce our Online Fundraising Auction, and we need your help to make it a success! All funds raised through this auction will go directly to mitigating costs for families, purchasing new equipment, and making it possible for more players to join our team and experience the joy of...

02/14/2025

Huh?!

02/07/2025

https://www.msn.com/en-us/money/careersandeducation/high-paying-jobs-that-no-one-wants-these-industries-are-desperate-for-workers/ss-AA1yAppZ?ocid=msedgntp&pc=DCTS&cvid=330bdb6d457346a9b31a2d919d7acff2&ei=114 =19

If you have children in school, this is worth the read!

Call me with any of your investment and finance questions.

Bert Moreno, CFA Institute
512.745.7655
[email protected]

02/03/2025

https://storage.mlcdn.com/account_image/668021/2nN89cfU0wj2HQmy8dPzph62DlqHHtu6IBt6uDul.jpg

01/31/2025

Small Business owners! Not all SIMPLE IRA plans are the same!

Yes, they all cost "zero" to start and maintain, however, if your plan does not offer hundreds of investment options including stocks, ETFs and traditional mutual funds, you may need to contact me to make a change.

Working with an RIA can have advantages, and I would like to show you how easy is to gain more flexibility and investment choices for your small business.

Call me today

Bert Moreno, CFA Institute
NFA Wealth Management, RIA
Investment Advisor Representative, Strategic Financial Concepts
901 NE Loop 410, Ste 100
San Antonio, Texas 78209
512.745.7655

Call now to connect with business.