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Fernando Alvarado, CFP®️AFC®️

Fernando alvarado, cfp®️afc®️

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location of Fernando Alvarado, CFP®️AFC®️San Diego, California, United States
Phone number of Fernando Alvarado, CFP®️AFC®️+91 xxxx xxxxx
Followers of Fernando Alvarado, CFP®️AFC®️82 followers

  • Timeline

    Nov 2007 - Nov 2011

    Financial Professional

    Prudential Financial
    Jun 2012 - Apr 2017

    Relationship Manager

    TD Ameritrade Institutional
    Feb 2018 - Jul 2020

    Para Planner/CSR

    Retirement Solutions Inc.
    Jul 2020 - Mar 2023

    Paraplanner/Wealth Manager

    MGO (Macias Gini & O'Connell LLP)
    Jan 2023 - Nov 2023

    Wealth Manager

    International Private Wealth Advisors
    Current Company
    Nov 2023 - now

    Personal Financial Manager

    Zeiders Enterprises, Inc.

  • About me

    Personal Financial Manager

  • Education

    • California state university, fullerton

      2003 - 2007
      Bachelor's degree finance, general

  • Experience

    • Prudential financial

      Nov 2007 - Nov 2011
      Financial professional

    • Td ameritrade institutional

      Jun 2012 - Apr 2017
      Relationship manager

    • Retirement solutions inc.

      Feb 2018 - Jul 2020
      Para planner/csr

    • Mgo (macias gini & o'connell llp)

      Jul 2020 - Mar 2023
      Paraplanner/wealth manager

    • International private wealth advisors

      Jan 2023 - Nov 2023
      Wealth manager

      Financial Planning and Execution, “Financial Doing”

    • Zeiders enterprises, inc.

      Nov 2023 - now
      Personal financial manager

  • Licenses & Certifications