Investment Services

Meet the Team – Tony Alvarez

Investment Services are offered through CFS*
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Tony Alvarez

my financial planning philosophy & a bit about me

With a business degree from UNC Pembroke, I am a seasoned financial advisor committed to serving as a trusted financial partner. My approach revolves around fostering financial education, ensuring members have the knowledge needed to make informed decisions. As a great listener, I take pride in crafting recommendations that align precisely with your objectives, time horizon, and risk tolerance.

With experience in retirement planning, I dedicate my expertise to secure your financial future. Beyond the financial realm, my free time is devoted to studying economics and the stock market, reflecting my passion for staying ahead in the ever-evolving financial landscape. I find joy in Jeep rides, advocate for fitness and healthy living, and share a love for baseball.

Currently, I support branches in Ashley Rd., Ballantyne, Belmont, Central, Goodwill, Graham, Greensboro, Harrisburg, Huntersville, Matthews, Salisbury, Sunset Rd in NC and Rock Hill, SC., and the University branch in Charlotte. It is my privilege to guide you on your financial journey, providing customized strategies that empower you to achieve your goals and aspirations.

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contact tony today

Ready to build your financial knowledge and a plan to navigate your financial journey? Let’s get started…

Currently, I serve the following locations: Ashley Rd., Ballantyne, Belmont, Central, Goodwill, Graham, Greensboro, Harrisburg, Huntersville, Matthews, Salisbury, Sunset Rd in NC and Rock Hill, SC., and the University branch in Charlotte.