Maria Alvarez, CFP®Financial Planner
With over a decade of experience, Maria specializes in providing comprehensive financial planning strategies to physicians and business executives approaching retirement. Maria’s mission is to empower her clients with the tools they need to make informed financial decisions while addressing both immediate needs and long-term goals. Her focus on proactive tax planning helps clients maximize their wealth and minimize liabilities, ensuring they keep more of what they earn.
Be present and grateful for life’s everyday gifts and challenges.
When she’s not working with clients, you can find Maria traveling the world with her husband, gardening with her dog, or watching the Buffalo Bills lose in the playoffs.
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