Biography

Enrique Alvarez, CASLTM, MSFS, CLU, ChFC, RHU, REBC, CFP® has been in the financial services industry since 1973. Mr. Alvarez has a Masters Degree in Financial Services from The American College at Bryn Mawr, Pennsylvania. He is a Certified Financial Planner™ professional. Along with having the following professional designations:

  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Registered Employee Benefits Consultant
  • Registered Health Underwriter
  • Chartered Advisor for Senior Living


Mr. Alvarez currently holds Series 7, Series 24, Series 63, and Series 66 Securities licenses and is a Registered Principal with Cambridge Investment Research, Inc.

With a commitment to excellence in his chosen profession, he volunteered to meet the requirements of Pace Qualifier (Professional Achievement in Continuing Education). He is a member of the Society for Financial Professionals and has served on an advisory board to The American College. Mr. Alvarez designs retirement plans for the general public for pre- and post-retirement planning as well as retirement seminars to help CPAs understand which plans are best suited for their clients.

He is securities licensed in the states of: CA, CT, FL, GA, MA, ME, NC, NH, NY, PR, TX, UT, VT and WY.
He is insurance licensed in the states of: CA, CT, FL, GA, MA, NC, NH and UT.