Abraham Barrera
Vice President, Financial Advisor | Partner Programs
CWS®
Contact Abraham
Abraham’s Locations
Houston, TX 77027 (713) 400-8000
About Abraham
Abraham is an accomplished financial advisor renowned for his expertise in crafting tailored financial plans that empower high-net-worth individuals and institutions to achieve their unique financial goals. With a specialized focus on tax strategies, investment management, and estate planning, Abraham offers a holistic approach to wealth management, ensuring that every aspect of his clients’ financial lives is strategically aligned.
As a trusted partner in retirement planning and consulting, Abraham guides clients through the complexities of wealth accumulation and preservation, providing personalized strategies that reflect their aspirations and values. His commitment to excellence and client-centric service has earned him the esteemed “FIVE STAR Wealth Manager” award in 2024, underscoring his dedication to delivering exceptional results and fostering long-lasting client relationships.
Residing in Houston, Texas, Abraham finds great joy in spending time with his wife and two children.
Drawing inspiration from his family, he is passionate about empowering others to secure their financial futures and achieve their dreams. Abraham is dedicated to providing insightful guidance and unparalleled support at every stage of the financial journey, helping clients navigate the intricacies of wealth management with confidence.
Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 FIVE STAR Wealth Managers. Awarded 11/1/24 for the period of 3/13/24 - 10/29/24.
Education
- BA, University of Texas Pan American
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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