Alejandro Diez

I work with business owners, entrepreneurs and executives whose financial decisions extend beyond an investment portfolio. Whether they are planning for a business transition, evaluating liquidity needs or organizing wealth for the next generation, I help them see how the pieces fit together. As a Senior Financial Advisor with Wells Fargo Advisors in San Antonio, I take time to understand each client’s business, family and priorities. When appropriate, I coordinate with specialists across investment planning and banking to address more complex needs. I work with clients in English and Spanish. Outside of work, I enjoy time with my family, tennis, deep sea fishing and involvement in my community. To start a conversation, visit my website or connect with me here. Outside of work, I enjoy deep sea fishing, playing tennis, and spending time with my family. I’m involved with St. Matthew’s Catholic School and value giving back to my community. My wife, Monica, and I have three sons Alejandro, Mateo, and Santiago and a family dog named Tony.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Juan Carlos is a Senior Financial Advisor at Wells Fargo Advisors, based in the San Antonio office. He brings an impressive background as a successful entrepreneur and business owner. He also serves as the Managing Director of Penrose Energy Partners, working with large private international oil and gas companies. From 2011 to 2016, Juan Carlos held various Petroleum Engineering roles at Devon Energy. He also founded and managed an oil and gas service company, enhancing his entrepreneurial skills through the Goldman Sachs 10,000 Small Businesses program. In addition to his professional achievements, Juan Carlos is dedicated to volunteer work. He has served on the Board of Trustees for the Leukemia and Lymphoma Society and was honored as the LLS Man of the Year in 2021. Juan Carlos graduated Magna Cum Laude with a degree in Petroleum Engineering from Texas A&M University in 2015. He resides in San Antonio with his wife and two daughters.