Monica Cervantes, Financial Advisor

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San Antonio, TX
Monica Cervantes, Financial Advisor

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Financial Advisor with PAX Financial Group located in San Antonio, TX

10/22/2026

What a great experience speaking at Trinity University alongside fellow panelists Carly Pickett, Olivier Dardant, and Matt Parker!

Nearly 70 students showed up ready to learn, ask questions, and explore the many paths within wealth management. I loved sharing my journey and learning more about everyone else’s experiences!

A big thank you to our moderators, Lucy Nabedrick and Steve Manuel, CFP®, for leading the conversation, and to Trinity University for having us! 🎓

10/20/2026

I’m looking forward to sharing my story with our next generation of financial leaders!

⏰ Tomorrow night!

Lets help the next generation find their place in financial planning.

Were bringing together students, financial advisors, investment professionals, and industry leaders at Trinity University for an evening of career exploration and meaningful connections!

🎤 Meet our panelists:

Monica Cervantes, MSA, BFA™, CDFA® | PAX Financial Group
Carly Pickett | Stone Oak Wealth Management
Olivier Dardant, CFA | Frost Investment Advisors
Matthew Parker | First Trust

🎙️ Moderated by Lucy Nabedrick and Steve Manuel.

🤝 Advisors and planners, there's still an opportunity to join us! Were looking for professionals willing to share their experiences and connect with students during the networking portion.

📅 Tuesday, October 20
⏰ 5:30–7:30 PM
📍 Dicke Hall | Trinity University

Thank you to our sponsors, Frost Investment Advisors and First Trust!

10/20/2026

Such a fun night at Guardian House’s Casino Night! 🎲♠️✨

Grateful to serve on the board of an organization that does such important work for children and families in San Antonio. 💙💛

10/19/2026

Hear from professionals covering the legal, financial, and emotional aspects of divorce, including common mistakes to avoid, important questions to ask, and steps to consider as you navigate this transition.

Second Saturday Divorce Workshops
Second Saturday San Antonio

Knowledge is power, especially when it comes to protecting your financial well-being.

Learn more about the workshop and upcoming sessions:
https://www.secondsaturday.com/

10/12/2026

09/26/2026

Not every divorce requires a forensic accountant—but some financial situations deserve a closer look. 🔎

In my latest blog, I break down when a forensic accountant may be helpful, what they actually do, and how they can fit into the divorce financial process.

Read more: https://paxfinancialgroup.com/financial-planning/do-you-need-a-forensic-accountant-during-a-divorce/

Do you need a forensic accountant during divorce? Learn when one may be helpful and how divorce financial planning in San Antonio can help you prepare.

09/22/2026

What a great place to be - we have the best people serving our community!👏🏻

We’re proud to share that PAX Financial Group has been named one of the 2026 Best Places to Work by the San Antonio Business Journal, ranking #10! 🎉

This recognition belongs to our team. The way they support one another, live out our values, and continue to make PAX a place where people can grow is what makes our culture special.

We’re grateful for the people behind PAX and proud of what we’re building together.

San Antonio Business Journal nominated PAX Financial Group for this recognition. The criteria for the award were assembled using data from participating employee surveys on organizational culture, employer size, and geographic location. There was no compensation (cash or non-cash) in connection with the award. The rating was given on July 16, 2026 for the prior 12-month period. The recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results; a current or past endorsement if PAX Financial Group is engaged.

09/17/2026

This is great information for those who are in the decision process of keeping vs selling their home. There may be hidden risks involved.

Need to get your name off a mortgage after a divorce. Here’s the definitive guide with five ways to take your name off the mortgage.

Address

270 N Loop 1604 E, Ste. 200
San Antonio, TX
78232

Telephone

+12105689556

Website

https://paxfinancialgroup.com/

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