Oscar Alvarez has more than 27 years of experience serving families and individuals as a financial planner.
West Point Graduate
A graduate of West Point, Oscar served ten years on active duty. While in the Army, Oscar earned the coveted Ranger Tab, was Airborne and Jump Master qualified and commanded an Airborne Infantry company. A love for teaching led Oscar to earn a B. S. in Education while in the Army. Upon leaving the Army, Oscar entered the financial services industry.
Oscar’s love for learning and desire to do his best for his clients led him to earn the designation of Certified Financial Planner™ (CFP®).
Oscar takes a comprehensive and collaborative approach with his clients. By understanding each client’s unique situation, he can better help them reach their desired financial destination.
Growing up in extremely humble beginnings, serving in the Army, and being a missionary in Uganda created a passion for helping others. Oscar realized his calling was to help those who asked, regardless of their financial situation. One never knows how one tidbit of advice can affect a person’s financial life.
As a CFP®, Oscar works with families and individuals in estate planning, wealth management, tax planning, and financial planning. As a Certified Divorce Financial Analyst® (CDFA), he works to assist couples in reaching equitable solutions that lead to positive post-divorce financial relationships.
Oscar has been married to his lovely wife, Rhoda, for over 35 years. They have two grown sons. When not in the office, he enjoys relaxing with a good book or movie, spending time with his family and friends, teaching adult Sunday School, and serving in his church.
If you would like to explore your financial situation, develop a plan, or just want a second opinion on your financial decisions or products, give Oscar a call. Let Oscar help build your vision of financial independence.
Additional Insight & Affiliations
Oscar Alvarez, CFP®, CDFA®, is a fee-only advisor and the founder of Pathway Financial Planning, Inc., A Registered Investment Advisory firm in Newport News, VA.
Any opinions are those of Oscar Alvarez and not TheMillionaireInsider®.