Current IssueVolume 19, Issue 5 - September-October 2018
Enrique J. Alvarez, MRFCObstacles to Retirement
Enrique Alvarez, CASL, MSFS, CLU, ChFC, CIC, RHU, REBC, CFP®, MRFC, CEO of the Retirement Doctor, LLCTM has been in financial services since 1973. In February, 2008 he founded the Retirement Doctor™, LLC to help individuals and small businesses achieve their financial and investment goals. Rick has a Master’s Degree in Financial Services from The American College at Bryn Mawr, Pennsylvania. Rick currently holds Series 7, Series 24, Series 63, and Series 66 Securities licenses and is a Registered Representative with Cambridge Investment Research, Inc. With a commitment to excellence in his chosen profession, he volunteered to meet the requirements of Pace. He has served on an advisory committee to The American College. Mr. Alvarez designs retirement plans for the general public for pre- and post-retirement planning as well as retirement seminars to help CPAs understand which plans are best suited for their clients. Rick has been an IARFC member and an RFC® since 2007. He passed the MRFC exam and was awarded the MRFC certification June, 2018..
Register Volume 19 Issue 5 Download PDF
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