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Luis V. Alvarado, ChFC®, CLU®, RICP®

Luis V. Alvarado, ChFC®, CLU®, RICP®

Financial Advisor & Retirement Planning Specialist

 

Welcome to my website, I provide holistic financial planning advice with a focus on retirement planning, risk management, estate planning and investment strategies. My clients value working with an experienced and knowledgeable financial professional.

In 2007, I was awarded the title of retirement planning specialist by Equitable Advisors, based upon a receipt of a certificate in retirement planning from the Wharton School at the University of Pennsylvania. I went on to earn the chartered financial consultant (ChFC), chartered life underwriter (CLU) and the retirement income certified professional (RICP) designations from the American College of Financial Services. I am committed to continuous education in my field and have access to many resources at Equitable to deliver strategies for wealth management, business succession planning, charitable giving and the selection, design, and management of qualified and non-qualified retirement plans.

I hold a bachelor’s and MBA degrees in business administration, FINRA security registrations Series 7, 63, 65 and the FL insurance license 2-15.

I am active in the community and a trustee member of the Greater Miami Chamber of Commerce (GMCC) serving on the healthcare committee representing Equitable’s Healthcare Heroes annual signature event.

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