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Edi Alvarez, CFP®

AIKAPA

700 Larkspur Landing Cir
Ste 199
Larkspur, CA 94939
Phone: (415) 548-0257

Toll-free: (800) 267-8698

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Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Cross-border Planning
  • Asset Allocation
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Irregular Income
  • Job Loss
  • Retirement
  • Life Planning
  • Startup
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Based on assets or Hourly Project fee and annual retainer

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.