Cassandra Alvarez, Financial Advisor

Financial Advisor
Cassandra Alvarez

CRPS™
3780 Kilroy Airport Way, Suite 810, Long Beach, CA 90806opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Financial Advisor Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Community Outreach
  • Personal Fitness
  • Wine Collecting/Enthusiast
  • Home Improvement
  • Movies & Entertainment

Team Members

  • Mike Salazar
    Branch Office Administrator
  • Vanessa Ramirez
    Branch Office Administrator
  • Kate Johnson
    Branch Office Administrator
  • Roxanne Braithwaite
    Sr. Branch Office Administrator
  • Nicholas Grecco
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(562) 366-4487

Fax

(877) 367-8279

Office Address

3780 Kilroy Airport Way
Suite 810
Long Beach, CA 90806opens in a new window

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