Verified recordInvestment Management

Bryce R. Alvari

Sr Member, Business Advisory Board at Cfg Wealth Management

Based in United States

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Seniority

C-Team

Department

General Business & Management

Location

United States

Industry

Investment Management

Company size

24

Contact information

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Email

1 credit

b•••••••@cfgwmt.com

Phone

5 credits

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Background

About Bryce R. Alvari

Bryce Alvari, CERTIFIED FINANCIAL PLANNER™, began his career in finance as a Financial Analyst evaluating portfolios and generating retirement projections for employees of Fortune 500 Companies before joining CFG Wealth Management. Throughout his time at CFG, Bryce has consulted with thousands of employees from Northrop Grumman, UTC Aerospace Systems, Raytheon, General Atomics & General Dynamics. He currently splits time between the CFG Wealth Management offices in El Segundo & La Jolla, CA as well as Chandler, AZ. Today, Bryce offers a wide array of services to his clients, including complimentary retirement planning consultations, investment allocation evaluations, as well as educational seminars and webinars discussing portfolio strategies. Bryce is a San Francisco Bay Area native with roots throughout California. After graduating from the University of California, San Diego with a degree in Economics, Bryce entered the financial services industry with a focus on retirement planning and asset protection strategies. A four-year letter winner on the UCSD NCAA Men's Basketball team, Bryce enjoys an active lifestyle that includes running, hiking, golf, and fishing. Bryce R. Alvari 858-550-3960 balvari@cfgwmt.com

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