Nevarez Wealth Management

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Nevarez Wealth Management

by: YSI Consulting, LLC. | 0 0

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Robert A. Nevarez, Chief Investment Officer

After being honorably discharged from the U.S. Navy where he served as a Non-Commissioned Officer, Mr. Nevarez began his career in finance in 1999. He has been affiliated with National Securities and National Asset Management since 2009. Previously he spent nearly 4 years at AIG Financial Advisors Inc. building his own practice. He started his career as a Registered Rep with Edward Jones Investments and developed the Manhattan Beach office.

Mr. Nevarez specializes in working with families and foundations in developing their long term goals and legacy plans. Critical to this is his expertise in strategic financial planning and wealth management. Mr. Nevarez has recently been awarded the Professional Designation in Personal Financial Planning (PFP) from the University of California, Los Angeles.

Mr. Nevarez, holds FINRA Series 3, Series 6, Series 7, Series 24, Series 63, and Series 65 registrations through National Securities and National Asset Management. In addition he holds a California Life & Health Insurance License.

Mr. Nevarez is a member of and supports several non-profit organizations
such as:

Association of Latin Professionals in Finance and Accounting
(ALPFA)
LeTip Culver City (Professional Networking Group)
Habitat for Humanity
The Hunger Project