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portrait of Charles D Alvare
FINANCIAL ADVISOR

Charles D Alvare

8383 Wilshire Blvd Ste 835, Beverly Hills, CA 90211opens in a new window
CallSend Me a Message

About Charles

I am a financial advisor with over 19 years of experience in helping investors reach their financial goals. In 2005, I launched my career as a financial advisor at Merrill Lynch in Beverly Hills. I serve as a partner to my clients, guiding them through life events and investment decisions, so they may have confidence in their future.

Over the years, I have travelled to 43 countries on five continents, including all five 'BRICS' (Brazil, Russia, India, China, and South Africa). Combined with my master's degree in international relations from Cambridge University, my travels bring particular insight into international and...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2019 to Current

Education

  • Cambridge UniversityMaster of Arts
  • Columbia UniversityBachelor of Arts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(424) 438-2256

Fax

(855) 224-8064

Office Address

8383 Wilshire Blvd Ste 835
Beverly Hills, CA 90211opens in a new window

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