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David Alvarado

Financial Services Professional @Independent Financial Consultant

Glendale, AZ, US
MOBILE NUMBERS
+16•••••••43

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WORK HISTORY

Jan 1989 — Present

Financial Services Professional @Independent Financial Consultant

US

I represent several Fortune 500 companies in the financial services arena: Allianz, Security Benefit, Columbus Life, National Life Group, and many others.

EDUCATION

1980 — 1985

Point Loma Nazarene University

Double Major (BA), Spanish/Liberal Studies

SKILLS

CreditFinancial PlanningTeam LeadershipFinancial AnalysisBudgetsLife InsuranceFinanceNonprofitsSpanish TranslationCustomer ServiceNegotiationSalesNon-ProfitsSocial NetworkingRetirement PlanningBusiness StrategyCoachingBusiness DevelopmentSpanishSales ManagementBusiness PlanningLong-Term CareStrategic PlanningManagementStrategyHigher EducationSmall BusinessNew Business DevelopmentPublic SpeakingRetirementStrategic Financial PlanningInvestmentsSocial MediaTerm Life InsuranceInsuranceLeadershipLeadership Development

ABOUT DAVID ALVARADO

Working with Physicians & Medical professionals, I am sure you can relate to the journey of becoming a resident, then becoming a physician, a dentist, a specialist, a Director and/or Partner in your own practice and/or Medical Organization. You are dealing, not only with the financial issues in the medical profession, but as a highly-educated and extensively trained medical professional, making difficult diagnoses and performing life-saving procedures. Yet, you may or may not have received little to no training in business, personal finance, investing, insurance, minimizing taxes, estate planning, asset protection and wealth preservation.I specialize in filling in the gaps and will assist you to maximize your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations are what I pride myself to convey to your profession. I make the financial noise in the marketplace easily digestible to the novice investor and also to the advanced professional. The concepts I show are specific to physicians you won\'t find in other financial approaches.My approach will show you how to: •Deal with medical school debt- with as little debt as possible •Escape from student loans within two to five years of residency graduation •Purchase the right types and amounts of insurance •Decide when to buy a house and how much to spend on it •Learn to invest in a sensible, low-cost and effective manner •Avoid investments which are designed to be sold, not bought •Become a millionaire within five to 10 years of residency graduation •Protect your hard-won assets from professional and personal lawsuits •Avoid estate taxes, avoid probate, and ensure your children and your money go where you want in the unfortunate event of death. •Minimize your tax burden, keeping more of your hard-earned money •Decide between an employee job and an independent contractor jobIf you feel burdened by any of the challenges listed above, then we should definitely connect for a 15-minute chat. Send me a message directly via LinkedIn or book a FREE consultation using the link below to receive a FREE formulated excel sheet to help yourself begin budgeting.calendly.com/FinancialMDMy goal for 2020 is to donate up to $10K or 5% of my profits derived from LI connection interactions to a selected Charitable organizations involved with Anti-Child Trafficking measures.

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