Jorge Alvarez

Jorge M. Alvarez, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

777 Brickell Ave

9th Floor,

Miami, FL 33131-2803

Jorge.Alvarez@Truist.com

Phone 305-577-5057

Fax 305-377-1324

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About me

Background

Jorge Alvarez is an experienced Financial Advisor with Truist Investment Services, Inc. He is committed to his clients' financial well-being and delivering solutions that best fit their circumstances. Together, Jorge will work with you on your investment and financial planning needs to develop a plan designed to address your goals. 

Jorge offers his clients more than 28 years of financial services experience, and has earned the CERTIFIED FINANCIAL PLANERTM designation. He follows a disciplined process of assessing his clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: 
  • Financial Planning 
  • Investment Management 
  • Risk Management 
  • Retirement Planning Legacy & Estate Strategies 
  • Planning for Major Purchases
  • Managing Debt 
  • Education & College Planning 
  • Regular Portfolio Rebalancing 

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

Education

Bachelor’s in business administration – finance and international business

Personal Interests

Jorge is a graduate of Florida International University with a degree in Business Administration and serves on the boards of Autism Speaks and AMI Kids. Jorge is a 4th Degree Black Belt in the American Taekwondo Association and a 2nd Degree Black Belt in Kummooyeh.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • 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

  • 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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