CPA, CFP, Senior Wealth Planner
Alvin provides wealth and financial planning for high net worth clients of Pacific Portfolio. This role includes reviewing client accounts and investments, reviewing tax implications, considering gift and estate strategies, and preparing comprehensive planning reports to assist clients in making individual financial decisions.
Alvin also serves as a co-advisor on some client accounts, were he provides ongoing investment and financial advisement, asset allocation planning, and ongoing portfolio management in support of the lead advisor and Wealth Management clients.
Prior to joining Pacific Portfolio, Alvin worked in public accounting as a manager in local CPA firms. Working with high net worth individuals and advising on closely held businesses, Alvin provided consulting and tax preparation services.
Alvin has experience as an investment advisor, and is a licensed Certified Public Accountant in Washington State and a Certified Financial Planner.