Our advisors

Susan N Alvanos

Susan N Alvanos

CFP®, CLTC®, ChFC®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Susan N Alvanos Visit Susan N Alvanos's website
Charlie Alvanos

Charlie Alvanos

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charlie Alvanos Visit Charlie Alvanos's website
Christopher Alvanos

Christopher Alvanos

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Christopher Alvanos Visit Christopher Alvanos's website

Our team

Eugene Maltsev

Eugene Maltsev

Paraplanner

Roles & Responsibilities

  • Works hand in hand with all team members and clients for seamless service regarding all office and client transactions.
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