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About NOLA Financial - Wealth Management
NOLA Financial - Wealth Management is headed by its founder, Robert Alvarez.  Mr. Alvarez has been in the financial services industry for over 16 years. Mr. Alvarez holds a degree in Business Administration and Financial Management from the University of Delaware.  He holds advanced professional designations as both a Certified Financial Planning Practitioner - CFP, as well as being a Chartered Retirement Planning Counselor- CRPC.  Mr. Alvarez has been featured in On Wall Street Magazine and received numerous awards and recognition for his work in the field of financial planning. His awards include: The President's Recognition Award for Quality Advice, The Mercury Award, The Family and Financial Security Award, The Protect, Grow, Give Award, The Protect the Dream Award, The Million Dollar Round Table, Money Watch Live volunteer, and he has served on the Fidelity Advisor Council.

My Approach:  We utilize a unique and disciplined approach to your financial success.  I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.

Financial priorities differ from person to person. They can also differ from year to year. At NOLA Financial, we think it’s important for you to have a plan that is tailored to your needs and has the flexibility to evolve with you. We take a unique, comprehensive and on-going approach to financial planning.  We get to know you personally — your goals, your worries and your dreams. I then draw on my more than 14 years of experience along with my advanced knowledge as a Certified Financial Planning Practitioner, and my expertise as a Chartered Retirement Planning Counselor to provide experienced guidance to help you develop a customized financial plan with the appropriate combination of products and services. As your financial advisor, I will be there with you for the long run — making adjustments to your strategies and tactics, helping you stay on track. That’s how I help my clients take control of their financial futures. Life is full of surprises and opportunities. I can help prepare you.

Areas of Focus:  Retirement Planning, Advanced Strategies for High Net Worth Clients, Tax Reduction Strategies, Wealth Preservation, Investment Management, Insurance, Legacy and Estate Planning, Alternative Investments, College Funding, and Annuities.

Personal Information and Interests:  Rob has lived in the New Orleans area since 1995 and currently resides Metairie.  Rob enjoys spending time with friends and family, mentoring, exercising, playing guitar, gardening, motorcycling, traveling, and attending live theater, concerts and sporting events.  Rob's true joy in life is raising his beautiful (and precocious) daughter Alexis. Alexis currently attends Haynes Academy.  Alexis enjoys dancing, playing with her friends, horseback riding, singing, acting, swimming, and softball.

Robert Alvarez, CFP®, CRPC®

NOLA Financial - Wealth Management
2800 Veterans Memorial Blvd
Suite 258
Metairie, LA 70002



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