Carlos Miguel Alvarez,  CFP<sup>&reg;</sup> - Financial Advisor

Carlos Miguel Alvarez, CFP®

Charles Schwab & Co.

633 N Orlando Ave
Winter Park, FL 32789-2917
(407) 754-3965


Carlos Alvarez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab & Co. in Winter Park, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources