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Author Bio – Oscar Alvarez

Oscar Alvarez

Oscar N. Alvarez is a Certified Financial Professional (CFP®), a Certified Divorce Financial Analyst (CDFA®), and the founder of Pathway Financial Planning, Inc. He has over 28 years of experience helping families and individuals overcome financial challenges, such as divorce, loss of loved ones, or inheritance planning.

As a fiduciary, Oscar specializes in estate and retirement planning, wealth management, tax strategies, and comprehensive financial planning. Learn more about Oscar here. If you have questions for Oscar or would like additional support, click here.

Oscar Alvarez, CFP®, CDFA®, is an advisor and the founder of Pathway Financial Planning, Inc., A Registered Investment Advisory firm in Newport News, VA.

Investment advisory services are offered through Pathway Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through Pathway Financial Services. Oscar N. Alvarez and Pathway Financial Services, Inc. are affiliated companies.

Articles

Inheritance Tax Planning

Inheritance Tax Planning to Keep More of Your Money

What You Need To Know About A ROTH IRA

What You Need to Know About a ROTH IRA – Ep9

What You Should Know About Life Insurance And Divorce

What You Should Know About Life Insurance and Divorce

Life After Divorce for a Man Over 50

Life After Divorce for a Man Over 50

Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

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