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May 27, 2012 @ 08:39 AM

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Luis V. Alvarado, MBA, CRPC

Retirement Planning Specialist

 

Welcome to the Web-site of Luis V. Alvarado:

 

As a financial professional with AXA Advisors, LLC, and active member of the South Florida community, Mr. Alvarado is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills over his 15 year career, he regularly attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:

 

  • CRPC designation - Chartered Retirement Planning Counselor - College for Financial Planning
  • Mr. Alvarado was awarded the title of Retirement Planning Specialist by AXA Advisors based upon the successful receipt of a Certificate in Retirement Planning from the prestigious Wharton School of Business at the University of Pennsylvania. He was part of a select group of associates attending this elite training program.
  • He holds the Securities Registrations: Series 6, 7, 63, 65 and Insurance License 2-15.

Mr. Alvarado's education, experience and professional affiliations have fostered his practical approach to offering financial products and planning services to his clients. Rather than just recommending a combination of unrelated products, first he'll consider your specific financial goals and investment objectives. Working together, he will formulate a financial strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, He can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to him. Some of Mr. Alvarado's community activities and professional affiliations include:

  • Member of the Coral Gables Chamber of Commerce
  • Member of the National Association of Insurance and Financial Advisors

He resides in Miramar, Florida with his wife Carol and their two children Hannah and Daniel.

Thanks for visiting.

 

 

AGE-65147 (9/11)

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Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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