Our Team

 

  • Daniel Avalos, Registered Investment Advisor

    Director of Advisory Team, iWallstreet

  • Carlos Delgado, MBA, CFP, Financial Advisor

    Regional Manager of Advisory Team, iWallstreet

  • Manuel Ramos MSFS, LUTFC, CFS, CES

    Director of Portfolio Management, iWallstreet

  • Robert Novas, Trust & Estate Planning Attorney

    Trust & Estate Planning Attorney, iWallstreet

  • Andy Ortiz, Tax Agent

    Owner, Income Tax Services, iWallstreet

  • First Name Last Name

    Director of Marking & Public Relations, iWallstreet