Advanced Wealth Planning Group

Hello, My name is Armand, and I am a Financial Advisor working for NBC Securities, Inc. I work as Rob's business partner in the Atkinson-Alvarez Team. Our team uses the most effective financial planning/wealth management technology and tools for our clients. Our powerful and current tools make us proud. We are excited to apply our wealth planning and investment expertise to offer holistic solutions for individuals, families, and business owners. A structured approach to money management is our philosophy. This entails a rigorous, disciplined, and solid process. We have a wealth of experience and are committed to being certified financial planners (CFP(r).) professionals. Thus, we could be discretionary fiduciary advisers/qualified financial planners, depending on the client. Our company focuses on the client. We begin with a comprehensive understanding of you, your family, and your priorities. Then we'll have a foundation of trust and a relationship, which will be built with time.