

Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Charitable Giving
Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Charitable Giving
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Spending Time with Family
- Running
- Dancing
- Volunteering
- Cooking
Team Members
Raquel AlvarezSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
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