CFP / Insurance Director
Mr. Alvarez is a third generation Floridian and has been working in the financial services industry for twenty years. Prior to joining NBC Securities in 2015, Rob was the Director of Insurance for JHS Capital Advisers.
Mr. Alvarez provides his clients’ with a comprehensive approach he calls the “financial life support system.” This comprehensive process embraces investment services, insurance services and estate planning. He acknowledges that every client is unique and has their own individual set of hopes, goals and dreams. Alvarez has discovered that establishing one’s own unique set of objectives and integrating all facets of their “financial life support system” enables him to create a road map in pursuit of their financial goals.
When working with each client Mr. Alvarez employs a personalized wealth management approach, allowing him to develop specific strategies and recommendations designed to help them accumulate, protect, and transfer wealth.
- BA- Finance. University of South Florida
- Certified Financial Planner
Areas of Focus
- Investment Services
- Insurance Services
- Estate Planning
- Wealth Management