Portrait of Walter Rizo

Walter Rizo CFA®

Partner and Director of Investments

Based in Austin, Walter leads investment research, trade execution, and portfolio analysis, helping translate the firm's investment strategy into disciplined, client-aligned portfolios.

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Walter Rizo is the Director of Investments at Mission Wealth. He brings a wealth of experience and expertise to the team. His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data. Walter plays a pivotal role in aligning client portfolios with their unique financial objectives.
In 2026, Walter joined the Mission Wealth Partner group.

I've always been drawn to the dynamic world of investments. At Mission Wealth, every day is a chance to learn something new, feed my curiosity, while following my passion to help people.

—Walter Rizo, Partner and Director of Investments

Professional Background

Walter Rizo has been in the financial services industry for over a decade. Before joining Mission Wealth, he spent a combined seven years at Charles Schwab and Merrill Lynch, gaining extensive experience in wealth management, including portfolio management, trading, and wealth planning.

Walter earned his Bachelor of Business Administration in Finance and Economics from Loyola University, New Orleans. He also earned his CFA® (Chartered Financial Analyst®) designation.

Personal Pursuits

In his spare time, Walter enjoys cooking for friends – especially dishes that showcase his New Orleans and Latin American roots. He enjoys reading classic American novels and staying up to date on global financial markets. For fun, he enjoys Broadway shows, stand-up comedy, and going out to dinner and drinks with those he loves.

Community Impact

As a first-generation Hispanic-American, Walter is passionate about helping his community. During his time with the Young Leadership Council of New Orleans, he mentored African American and Hispanic high school students, encouraging them to pursue higher education and guiding them through the college application process.

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Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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