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

Mike Alves, CFP®

CLU®, CRPC®

Managing Director, Founder

Vida Private Wealth

155 N. Lake Avenue, Suite 800
Pasadena, CA 91101
FINANCIAL ADVISOR'S WEBSITE
(626) 993-6723 CONNECT WITH Mike
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General

Mike Alves is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vida 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, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, 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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