Manny Gonzalez

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About Manny Gonzalez

One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

Manny grew up in the Hill Country of Kerrville, TX and he attended Texas State University where he graduated with a degree in Finance. Manny first established his relationship with SageSpring by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the SageSpring as a sales manager with Southwestern. He helped coach college students on running an effective business, building their communication skills and developing personal growth. He was responsible for hiring, training and managing college students at Texas State University, the University of Texas, UTSA and the University of South Florida.

After building a successful organization over eight years with our parent company, Manny was invited to join SageSpring. Manny currently lives in New Braunfels, TX with his beautiful wife and two young boys. He enjoys spending time playing city league football, classic cars, softball, fishing, hunting, and taking his dog “Dugger” to the park. He currently has his series 7, series 66, and life and annuity insurance license.

See Disclosures

General Information

Firm Start Year

2002

automated call

CRD#

6031750

Firm CRD#

6694

Name of Broker/Dealer

Sagespring Wealth Partners

Name of Custodial Firm

Sagespring Wealth Partners

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Firm Information

Firm's Number of Clients

12000

Firm's Number of Planning Clients

10500

Assets Managed by Firm

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Education

Batchelor of Business Administration - Finance and Economics

Texas State University
8/2003 -05/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890154/paladinregistry-SageSpring-Wealth-Partners-detailed-disclosure.html

Disclaimer

SageSpring Wealth Partners (SageSpring) is an SEC registered investment adviser located principally in Franklin, TN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of SageSprings web site on the internet should not be construed by any consumer or prospective client as SageSprings solicitation or attempt to affect transactions insecurities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and SageSpring does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.

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Paladin Research Report For:

SageSpring Wealth Partners