About Alfredo
Alfredo is honored to be a family’s trusted wealth advisor. Using a simple, clear and secure approach, he follows a disciplined, long-term investment philosophy that seeks to optimize returns while reducing risks, taxes and unnecessary fees.
As the founder and former president and CEO of Mesa Financial Group, Alfredo has provided comprehensive wealth management for families and individuals for more than 20 years. He now serves as a wealth advisor for Focus Partners after Mesa Financial Group joined Focus in 2024. By teaming up with Focus’s next-level resources, Alfredo continues to provide personalized wealth strategies tailored to his clients’ individual needs and situations.
Alfredo earned a bachelor’s degree from Tulane University in 1993 and received his CERTIFIED FINANCIAL PLANNER™ designation in 2008.
When he’s not supporting families’ financial needs, Alfredo loves staying active and playing sports, specifically tennis and golf, especially when he is sharing those moments and experiences with clients. He is incredibly grateful to have a healthy, beautiful family who loves to travel, whether to the beaches of Costa Rica or the ski slopes of Colorado.
Alfredo is honored to be a family’s trusted wealth advisor. Using a simple, clear and secure approach, he follows a disciplined, long-term investment philosophy that seeks to optimize returns while reducing risks, taxes and unnecessary fees.
As the founder and former president and CEO of Mesa Financial Group, Alfredo has provided comprehensive wealth management for families and individuals for more than 20 years. He now serves as a wealth advisor for Focus Partners after Mesa Financial Group joined Focus in 2024. By teaming up with Focus’s next-level resources, Alfredo continues to provide personalized wealth strategies tailored to his clients’ individual needs and situations.
Alfredo earned a bachelor’s degree from Tulane University in 1993 and received his CERTIFIED FINANCIAL PLANNER™ designation in 2008.
When he’s not supporting families’ financial needs, Alfredo loves staying active and playing sports, specifically tennis and golf, especially when he is sharing those moments and experiences with clients. He is incredibly grateful to have a healthy, beautiful family who loves to travel, whether to the beaches of Costa Rica or the ski slopes of Colorado.