Bryce Alvari – Director of Client Services

Executive Profile:

team_osAlvariBryce began his career in finance as a Financial Analyst evaluating portfolios and generating retirement projections for employees of San Diego’s Fortune 500 Companies before joining CFG Wealth Management. Throughout his time at CFG, Bryce has consulted with thousands of employees from UTC Aerospace Systems, Northrop Grumman, and Hewlett Packard.

Today, Bryce offers a wide array of services to his clients, including complimentary retirement planning consultations, investment allocation evaluations, as well as educational seminars and webinars discussing portfolio strategies. In order to provide for his clients, Bryce makes himself available for consultations 6 days a week.

Bryce is a San Francisco Bay Area native with roots throughout California. After graduating from the University of California, San Diego with a degree in Economics, Bryce entered the financial services industry with a focus on retirement planning and asset protection strategies. Bryce currently resides in the San Diego community of Clairemont. A four-year letter winner on the UCSD NCAA Men’s Basketball team, Bryce enjoys an active lifestyle that includes running, hiking, golf, and fishing.

Securities available in the following states: CA, CO and WA
Investment Advisory Services available in the following states: CA

FINRA’s BrokerCheck

Securities offered through Securities America, Inc. A Registered Broker/Dealer MemberFINRA/SIPC. Bryce Alvari, Registered Representative, CA Insurance Lic #0K07112. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Bryce Alvari, Financial Advisor. CFG Wealth Management and the Securities America companies are separate entities.

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