Security Service Investment Group (SSIG) financial advisors, Robert Alaniz and Fred Garza, have been named members of the Raymond James Financial Services 2020 Executive Council.
Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Appointments to their 2020 Executive Council are based on prior fiscal year production.
Robert Alaniz is a Chartered Retirement Planning Counselor®. He works closely with clients, building long-term relationships and customizing financial strategies to meet individual needs. Robert holds a Bachelor of Business Administration in Management from The University of Texas San Antonio. He served in the U.S. Army and later joined the financial services industry upon graduating from college. Robert develops customized financial strategies for his clients’ individual needs.
Fred Garza has been in the financial services industry since 2006. He is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He holds a Bachelor of Arts from Texas A&M at Kingsville. Fred uses a clear and educational approach in explaining investment selections while his conservative, long-term approach to investing follows the principles of diversification and asset allocation to help his clients achieve financial goals.
Robert and Fred are able to assist with retirement planning, wealth management, trust services, business retirement planning (401ks, SIMPLE IRAs, SEP IRAs), college funds, long-term care insurance, and life insurance.
For information about the Security Service Investment Group, visit www.ssfcu.org/investments or call 1-888-415-7878.
Robert Alaniz
Fred Garza