Carlos R. Alvarado
Carlos holds more than 30 years of experience in the financial industry and specializes in fixed income, equities and options. When selecting investments for clients, Carlos conducts extensive research and takes into account each of his client’s financial goals and needs; risk tolerance and expected returns; time horizon; and understanding of the securities markets. Carlos holds a BBA in accounting from the University of Puerto Rico and an MBA in international business from the University of Dallas.
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Offered on the HJ Sims Platform
To keep things simple, we offer a full menu of financial services under one roof. Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.