Ronald
Bucchi

Westpark Wealth Advisors, Inc

CRD#1433812
Investment Advisor
in San Antonio, TX

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About this Advisor

Ronald Bucchi is a financial advisor based in San Antonio, Texas, working with Westpark Wealth Advisors, Inc. Ronald has previously held positions at Ims Securities, Inc, Ims Financial Advisors, Inc, and Calton & Associates, Inc. Ronald has passed the Series 63 regulatory exam and is registered to provide services in Colorado, North Carolina, and Texas. Currently, Ronald is part of Westpark Wealth Advisors, Inc, which operates out of San Antonio, Texas. The firm has 10 offices and 31 employees. The firm manages assets totaling $274.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13300 Old Blanco Road Suite 250
San Antonio, TX 78216

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Westpark Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$274,413,527

TX Average: $3,042,739,679
Total Number of Employees

31

TX Average: 49
Total Number of Accounts

942

TX Average: 2,315
Average Account Size

$291,309

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ronald Bucchi Work History

2017 - Present (7 years)

Calton & Associates, Inc

2016 - Present (8 years)

Ims Financial Advisors, Inc

2003 - 2017 (14 years)

Ims Securities, Inc

Disclosures

Please visit the SEC profile of Ronald Bucchi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westpark Wealth Advisors, Inc

Nathan Irby
Baton Rouge, LA
David Coffee
Houston, TX
Kiran Patel
Dallas, TX
James Kim
Houston, TX
Brent Simmons
Houston, TX
Joshua Kirby
Houston, TX
Andrea Freedman
Bellaire, TX
David Vo
Sugar Land, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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