Mike  Alves,  CFP<sup>&reg;</sup> - Financial Advisor

Mike Alves, CFP®

CLU®, CRPC®

VP, Financial Planning

Marquez Private Wealth

2 N. Lake Avenue, Suite 910
Pasadena, CA 91101
FINANCIAL ADVISOR'S WEBSITE
(800) 333-8839
(626) 658-9616
CONNECT WITH Mike
  • twitter link
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General

Mike Alves is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marquez Private Wealth in Pasadena, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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