Ronnie Haim
Advisor at Capital Alliance Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capital Alliance Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Alliance Wealth Management
Location
San Antonio, TX 78249
Credentials
Series 66
Industry experience
22 years
Ronnie Haim is a financial advisor at Capital Alliance Wealth Management in San Antonio, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and IFP Securities, LLC. In addition to advisory services, he is licensed to sell fixed universal life insurance policies through multiple carriers. Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored strategies including hedging tools and alternative investments, with a noted focus on employer-sponsored retirement plan consulting and fiduciary services.
Based on Capital Alliance Wealth Management
Based on Capital Alliance Wealth Management
$1,000 - $10,000
All Assets+: Up to 1.5%
$300 per hour
$500 - $1,000 per month
4079 De Zavala Rd
San Antonio, TX 78249
Texas
The Leaders Group Inc
2021 - Present (5 years)
Partners Wealth Management
2021 - 2021 (1 year)
Capital Alliance Wealth Management, LLC
2021 - Present (5 years)
IFP Securities, LLC
2019 - 2021 (2 years)
Independent Financial Partners
2012 - 2021 (9 years)
LPL Financial
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")