Giovanni Alvarez-Mena

Financial Advisor @Ameriprise Financial Services, LLC

Pasadena, CA, US
MOBILE NUMBERS
+17•••••••76

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WORK HISTORY

Feb 2017 — Present

Financial Advisor @Ameriprise Financial Services, LLC

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EDUCATION

2000 — 2004

Whittier College

Finance

SKILLS

FinanceFinancial AnalysisInsuranceStrategic Financial PlanningFixed AnnuitiesMicrosoft OfficeStrategySellingCustomer ServiceLife InsuranceFinancial AdvisoryInvestmentsStrategic PlanningMortgage LendingManagementBusiness AnalysisRetirement PlanningEstate PlanningMicrosoft ExcelFinancial ServicesPortfolio ManagementSeries 63Disability InsuranceRetirementSeries 6LoansLong-Term CareEmployee BenefitsHealth InsuranceSmall BusinessLoan OriginationMutual FundsFinancial PlannersIrasAsset ManagementLong Term Care InsuranceWealth AccumulationVariable AnnuitiesPersonal Financial PlanningWhole Life

ABOUT GIOVANNI ALVAREZ-MENA

Windsor Oak Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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