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Ambassadors from the Dripping Springs Chamber of Commerce gathered at the Caliterra clubhouse on Oct. 29 to celebrate a ribbon-cutting ceremony to officially welcome Al Gonzalez and his firm, AG Wealth Advisors, to the community. Gonzalez, is the founder and chief financial planner at AG Wealth Advisors, with more than 19 years of experience in the financial services industry. His Dripping Springs based firm specializes in life insurance for families.
As an independent financial advisor, Gonzalez partners with LPL Financial, one of the largest independent advisor broker-dealer platforms. “They handle my back-office operations, trades, and are the custodian of my clients’ portfolios. As AG Wealth Advisors’ founder, I work with my clients to create financial solutions from resources available on the LPL platform for themselves and their estates,” Gonzalez said.
Originally from New York City, Gonzalez and his family lived in Northwest Austin for 32 years before relocating to Dripping Springs in 2019 with his wife and three adult children.
“My wife and I wanted to live in a small-town community where we could grow and be known in the area. We moved to Northwest Austin in 1987 and wanted to regain that small-town lifestyle when we came here in 2019,” he said.
Gonzalez earned a Certificate of Financial Planning from the University of Texas at Austin in 2021 and achieved the Certified Plan Fiduciary Advisor designation in 2023. He also holds a bachelor’s degree in international economics from Boston University and an MBA in technology management from the University of Phoenix.
AG Wealth Advisors operates without a storefront; advisors work from home offices and meet with clients in a secure online environment, such as Zoom. This unique setup made the ribbon cutting ceremony unconventional, as the Chamber celebrated a business that connects with clients remotely rather than at a physical location.
Active in the local business community, Gonzalez serves on the Dripping Springs Chamber of Commerce board of directors and as an ambassador for the Austin Chamber of Commerce. AG Wealth Advisors was recently named “Best Financial Advisor” in the 2024 Best of Dripping Springs Awards, chosen by readers of the Dripping Springs Century News.
“I put myself out there by becoming involved with many areas of the Chamber. My business is all about relationships and trust. I lead by example, re-igniting the Ambassador’s program and engaging other Chamber members. I lead the monthly Chamber networking event, Coffee Connection, and I’m now on the Chamber board listening to members’ needs,” Gonzalez said.
He encourages all businesses and solo entrepreneurs to join the Chamber, calling it a “great way to develop friendships, potential clients, mentors, and engage with the community as a resource by giving your time, talents, and treasures.”
A familiar face at local events, Gonzales is known for his support of area business meetings and community gatherings. In his free time, he enjoys traveling, attending sports events, and reading.
Gonzalez said his ideal client is someone looking to minimize their tax consequences and remain comfortably retired. “Having a financial plan helps individuals, families, or businesses understand the opportunities they can pursue in retirement. Traveling, buying a second home, or creating a legacy for future family members are some of the goals my clients have,” he said.
For more information about AG Wealth Advisors, visit agwealthadvisors. com or call 512-877-8764.
