About Our Firm

About us

The team at Gagni Wealth Management is dedicated to finding personalized solutions for our client’s financial needs and goals. We work in collaboration with each individual or family to ensure their financial well-being continues to evolve in alignment with their livelihoods. Our process provides our clients with confidence and clarity in their personalized financial plan.

Gagni Wealth Management is a family founded Registered Investment Advisory started in 2015. With the Gagni siblings at the helm, the firm is committed to understanding clients to financial goals and providing guidance that transcends conventional advisory services.

In 2023, the firm entered a partnership with Maridea Wealth Management based out of New York City. Gagni’s partnership with Maridea will help us navigate the fast-paced trends in the industry and bring even more value to our clients. We look forward to serving you and your family.

Gagni by the numbers

Years of Combined Experience

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Team Member

Assets Under Management
$ million

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Households

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Meet Our Team

Marc Gagni

Investment Advisor

Marc began his career in the financial services industry while in high school. During the summers, he would work for his dad’s firm (Gagni Financial Services). After high school, he would go on to Texas Tech University and get a degree in Personal Financial Planning. While at Texas Tech, he had the opportunity to study International Money & Finance in Shanghai, China.

After graduating college, Marc & Marlon decided to move the business to San Antonio, TX in 2012. In 2014, Marc decided to start Gagni Asset Management, now known as Gagni Wealth Management, an independent RIA firm. Since starting the firm, his sister, Allison has also joined the business and has played an integral role in continuing to grow the business.

In his spare time, Marc likes to play golf, go on drives through the hill country, and enjoy a nice cigar every now and then.

Allison Gagni

Investment Advisor

After graduating from Texas Tech Uniersity in 2009, Allison worked in corporate management before joining Marlon & Marc in 2016. She attributes her ability to working with a wide variety of clientele to her previous management services experience & mentorship of her father who has a near 40-year background in financial advising.

While Allison enjoys working with a wide variety of people, she is dedicated to women’s outreach. She created She Invests Smart, a resource page for women to find information catered to them & become engaged in their financial well-being.

In her personal time, Allison enjoys reformer pilates, travelling, being creative in the kitchen & spending time with her dog, Wags.

Marlon Gagni

Founder

Born in the Philippines, Marlon emigrated with his family to the US in the early 70s. Marlon started his career in financial services in Corpus Christi, TX in the 80s. Over the years, he built his financial practice to a meaningful operation servicing clients around South Texas with Marc and Allison joining in mid 2010s.

His dedication to his practice and his clients has earned long-term relationships with clients and their extended families. Marlons longest client has been with him since before Allison & Marc were born!

Outside of work, Marlon enjoys history & geography trivia, sudoku, long chats over coffee and dog sitting, Wags.

German Ricardo Mora

IAR at Gagni Wealth Management

Based in Miami, German is a seasoned executive with over 25 years of experience in Fortune 100 companies and international finance & banking institutions. He specializes in clients primarily from Mexico & other international markets with investments and opportunities in the US.

German builds long lasting relationships through comprehensive wealth management, investment needs analysis and tailored strategies to meet clients’ financial goals.

German holds a Master of Science in Information Systems from the University of Miami & an MBA in International Finance from the University of Texas. He enjoys swimming, tennis and playing golf, although his handicap is not that great. He has 2 sons, Andre & Daniel, who live in Miami with him.

Saul Garcia

IAR at Gagni Wealth Management

Saul is a Certified Financial Planner Professional serving San Antonio and surrounding counties. With over a decade of work experience in the financial services industry, Saul is committed to providing unbiased insurance & financial solutions to individuals, families, and business owners.

Saul’s clients can be assured that as an advisor & CFP professional, he is obligated to act as a fiduciary and exercise duty of care and loyalty to his clients.

Saul received his B.S in Personal Financial Planning from Texas Tech University. In his personal time, he enjoys competitive golf, running and traveling with his wife and children. In addition to serving in his local church, Saul enjoys giving back to the community by volunteering with various charitable organizations in the San Antonio area.