Camden Wealth Advisors LLC

Manuel Malvaez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Camden Wealth Advisors since 2014. In addition to his advisory role, he co-owns a business consulting firm focused on market and business development in Mexico and Latin America and serves as a consultant to several real estate companies. Camden Wealth Advisors provides comprehensive financial planning and investment management services to high-net-worth individuals, families, family offices, trusts, and institutions. The firm customizes portfolios based on client goals and risk tolerances, using fundamental and technical analysis alongside market and economic research.

Alvaro Trullenque is a financial advisor with Camden Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Camden Wealth Advisors since 2009 and also serves as managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner with TP International, a real estate business. Camden Wealth Advisors provides comprehensive financial planning, investment management, family office services, and pension consulting primarily to high-net-worth individuals, families, family offices, trusts, and institutions. The firm customizes portfolios based on client goals and risk tolerances, employing both fundamental and technical analysis alongside market research to inform asset allocation and security selection.

Alfredo Miranda is a financial advisor at Camden Wealth Advisors LLC in Houston, TX, holding a Series 65 license with 11 years of industry experience. He has worked at Cantata Wealth Management, Highpoint Technology Group, and Creativemass Enterprises prior to his current role. Camden Wealth Advisors provides comprehensive financial planning, investment management, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm customizes portfolios based on client goals and risk tolerances, utilizing fundamental and technical analysis along with market research to guide investment decisions.

Carlos Perez is a financial advisor with Camden Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Camden Wealth Advisors since 2014 and also co-owns Accesum Consulting, a business development and market consulting firm focused on Mexico and Latin America. In addition, he provides business and management consulting services to Mexican and global financial institutions through Accesum Global Services. Camden Wealth Advisors offers comprehensive financial planning, investment management, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs a customized investment approach combining fundamental and technical analysis and provides services under both discretionary and non-discretionary agreements.

Marc Sony is a financial advisor at Camden Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors provides comprehensive financial planning, discretionary and non-discretionary investment management, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm customizes portfolios based on client goals and risk tolerances, employing fundamental and technical analysis alongside market and economic research to guide investment decisions.