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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.


Terry Dolan

Teri Dolan earned her CPA in 1990 and she has been a part of NOLA Financial - Wealth Management since 2017.








 

Lisa-Maree Berube

Lisa-Maree Berube has extensive marketing experience and has been the Marketing Director for NOLA Financial –Wealth Management since 2016.



Robert Alvarez, CFP®, CRPC®


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

504-836-3819

504-343-1996


 
 
 
IMPORTANT DISCLOSURES
Securities offered through International Assets Advisory LLC - Member FINRA/SIPC. The information provided is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. Any opinion herein reflects our judgment at this date and is subject to change without notice. This should not be construed as an offer or solicitation to buy or sell securities. Investors should consider the investment objective, risks, and charges and expenses before investing in an investment company product. Stocks, options, and mutual funds are subject to market volatility and the chance that they may lose value. Bonds are subject to changes in interest rates, risks of defaults by issuer, and the loss of purchasing power due to inflation. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client or prospective client's wealth management investment portfolio. As with any investment, there is no guarantee against potential loss. Past performance is not an indication of future performance.

This information is not intended to be legal or tax advice. Please consult a tax, legal, or financial professional with questions.


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 


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