Independence Wealth Group

John Chan is a CFP® professional with 11 years of industry experience, currently affiliated with Independence Wealth Group in San Antonio, TX. He previously worked at Alamo Insurance & Wealth Management before joining G. H. Wealth Management, LLC. Outside of his advisory role, Chan is a licensed insurance agent and a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group serves primarily individual clients with portfolio management and comprehensive financial planning, employing a strategic, long-term asset allocation approach tailored to clients’ goals and risk tolerance. The firm integrates insurance business activities into its advisory platform and offers educational seminars and workshops to clients at no cost.

Raphael Vega is a financial advisor with Independence Wealth Group in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at G. H. Wealth Management, LLC since 2016 and previously at Alamo Insurance & Wealth Management. Outside of his advisory role, Vega is involved in offering Medicare Advantage and prescription drug plans. Independence Wealth Group provides portfolio management and comprehensive financial planning primarily for individual clients, using a strategic, long-term asset allocation approach tailored to clients’ goals and risk tolerance. The firm manages approximately $4.66 million in assets across about 54 client relationships and offers educational seminars and workshops at no cost.

George Hinojosa is a financial advisor with Independence Wealth Group in San Antonio, TX, holding a Series 66 designation and 12 years of industry experience. He has operated G. H. Wealth Management, LLC since 2014. Hinojosa is also a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group serves primarily individual clients with portfolio management and comprehensive financial planning, using a strategic, long-term asset allocation approach. The firm integrates insurance business activities into its advisory platform and offers educational seminars and workshops at no cost.