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Alfred Gonzalez

Alfred J. Gonzalez, ChFC®, CLU®, CMFC®, CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

971 Blowing Rock Rd

Boone, NC 28607-4888

Al.Gonzalez@Truist.com

Phone 828-262-5162

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About me

Background

Al Gonzalez is a Financial Advisor and Vice President with Truist Investment Services, Inc., offering clients more than 25 years of financial industry experience. He has earned a number of professional designations: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Mutual Fund Counselor (CMFC®), and Chartered Retirement Planning Counselor™ (CRPC®).

Al focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts – Economics
Columbia University 1983 1987

Personal Interests

Al is a native of New Hyde Park, NY, and a graduate of Columbia University. He and his wife, Julie, and their pets love living in the High Country. They enjoy the outdoors and often hike the beautiful, local mountain trails with their dogs.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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