Bryce Alvari, CFP® – Vice President

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, Qualcomm and more.

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. Bryce makes himself available for consultations 6 days a week and splits time between our San Diego and El Segundo branches in order to service clients throughout San Diego and Los Angeles Counties.

Bryce is a CERTIFIED FINANCIAL PLANNER™ or CFP®. Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to look out for clients’ interests above their own when delivering financial planning advice, and to provide their financial planning services as a “fiduciary” — acting in the best interest of their financial planning clients. CFP Board’s Code of Ethics outlines CFP® professionals’ obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

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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