Robert Alvarez, CFP®, CRPC®

Financial Advisor

Areas of Focus:

Retirement Planning, Advanced Strategies for High Net Worth Clients, Tax Reduction Strategies, Wealth Preservation, Investment Management, Insurance, Legacy and Estate Planning, Alternative Investments, College Funding, and Annuities. 

Personal Information and Interests:

Rob has lived in the New Orleans area since 1995 and currently resides Metairie.  Rob enjoys spending time with friends and family, mentoring, exercising, playing guitar, gardening, motorcycling, traveling, and attending live theater, concerts and sporting events.  Rob's true joy in life is raising his beautiful (and precocious) daughter Alexis. Alexis currently attends Haynes Academy.  Alexis enjoys dancing, playing with her friends, horseback riding, singing, acting, swimming, and softball. 

Phone 504-836-3819
Fax 504-343-1996
Mobile Phone 504-343-1996