Las Vegas, NV Financial Advisor Office

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Showing 35 advisor(s) and rep(s)

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John Alcantara

ChFC®

As your Wealth Management Advisor, John Alcantara will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future. He partners with successful executives, business owners, physicians, high net worth individuals, and affluent families to help achieve and secure their dreams for the future.Visit my website

Expertise: Business Continuation Planning, Estate Planning, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Employee and Executive Benefits Planning, Education Funding, Business Valuation Planning, Business Succession Planning, Trust Services, Wealth Management

Languages: English

Location: Las Vegas NV, 89169

B.S.

Expertise: Financial Planning, Retirement Planning, Investment Strategies

Languages: English, Spanish

Location: Las Vegas NV, 89169

B.A.

Expertise: Disability Income Planning, Education Funding, Financial Planning, Life Insurance Planning, Retirement Planning, Employee and Executive Benefits Planning, Estate Planning

Languages: English, Spanish

Location: Las Vegas NV, 89169

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Rusty BlevinsFor many professionals, at the end of the day there is often little time left for wealth management and personal planning. Perhaps you’ve saved money, bought life insurance, and invested in the market, but have you examined your strategies to ensure that you are on track to meet your long-term goals? That’s where a relationship with a trusted advisor can help you achieve financial confidence.Visit my website

Expertise: Private Client Services, Wealth Management, Trust Services, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Special Needs Planning, Retirement Planning, Long Term Care Planning, Education Funding

Languages: English

Location: Las Vegas NV, 89169

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Andrew Bridgewater Visit my website

Languages: English

Location: Las Vegas NV, 89169

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Jay Capps Visit my website

Expertise: Disability Income Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Investment Strategies, Wealth Management, Business Risk Management

Languages: English

Location: Las Vegas NV, 89169

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Ryan ChangI am a strategic financial expert that specializes in working with young professionals, families, and small business owners to develop holistic plans that provide structure and long term financial security to their lives. Some areas of expertise include: tax efficient wealth accumulation, risk management, education planning, insurance planning, and retirement planning. Let's talk!Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English, Chinese, Mandarin

Location: Las Vegas NV, 89169

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Tina CharestI'm a financial professional that focuses on assisting people make sense of their current financial situation. I specialize in full financial strategies for life including retirement funding, family & college planning, and so much more. I have the opportunity to partner with my clients and develop the best possible financial plan that includes a common-sense strategy and strong financial products.Visit my website

Expertise: Disability Income Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Education Funding, Business Valuation Planning, Retirement Planning, Investment Strategies, Business Risk Management, Special Needs Planning, Retirement Income Planning, Trust Services, Wealth Management, Employee and Executive Benefits Planning

Languages: English

Location: Las Vegas NV, 89169

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Mark Diamond Visit my website

Languages: English

Location: Las Vegas NV, 89169

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Santino Flores

CLTC®

I work with established business owners, self-employed individuals and professionals. Building a financial plan in a diversified and tax-efficient manner that will help provide certainty in any financial climate.Visit my website

Expertise: Business Risk Management, Qualified Plan Design Assistance, Financial Planning, Investment Strategies, Wealth Management, Retirement Planning

Languages: English

Location: Las Vegas NV, 89169

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