Cfp® Bryce R. Alvari

Bryce R. Alvari, CFP®, a CERTIFIED FINANCIAL PLANNER™, is a seasoned financial professional with a background in analyzing portfolios and providing retirement projections for employees of Fortune 500 Companies in San Diego.

Currently serving as the Vice President at CFG Wealth Management, Bryce offers a comprehensive range of financial services to his clients, including retirement planning consultations, investment allocation assessments, and educational seminars on portfolio strategies.

With a Bachelor's Degree in Economics from the University of California, San Diego, Bryce entered the financial services industry with a focus on retirement planning and asset protection strategies. He furthered his expertise by completing the Certified Financial Planner Program at the University of Georgia - Terry College of Business.

Bryce has a strong commitment to his clients, making himself available for consultations six days a week. He has consulted with numerous employees from prominent companies like UTC Aerospace Systems, Northrop Grumman, General Atomics, and General Dynamics.

Outside of his professional commitments, Bryce, a San Francisco Bay Area native, enjoys an active lifestyle that includes running, hiking, golf, and fishing. As a former four-year letter winner on the UCSD NCAA Men's Basketball team, Bryce brings discipline and teamwork skills to his financial advisory role. He currently resides in Clairemont, San Diego.

With a wealth of experience in finance and a dedication to helping clients achieve their financial goals, Bryce R. Alvari is a trusted advisor in the field of wealth management.