PAX Financial Blog

David Alvarez

David Alvarez
David Alvarez, CFP, is the son of Armando and Teresita Alvarez, both of whom immigrated to the U.S. from Cuba as children in 1962. David grew up in San Antonio, attending St. Gregory the Great Catholic School and Antonian College Prep. Following high school, David went to Northwestern University where he studied Economics and History, played baseball and met his wife, Meredith. After more than a decade spent in New York and Chicago, they moved back to San Antonio in 2012. David and Meredith have two boys, two dogs and no idea what they will do if their house is ever quiet.
Find me on:

Recent Posts

May 17th, 2021 by: David Alvarez

5 RETIREMENT DECISIONS YOU CAN'T UNDO

Apr 20th, 2021 by: David Alvarez

Retiring Before Your Spouse? 5 Issues to Discuss

Mar 22nd, 2021 by: David Alvarez

Common Estate Planning Questions: How to Pass a Business on to the Next Generation

Feb 15th, 2021 by: David Alvarez

You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition

Feb 17th, 2020 by: David Alvarez

To Refi or Not to Refi? What to Consider

Jan 20th, 2020 by: David Alvarez

What Does Your Dream Retirement Look Like?

Dec 16th, 2019 by: David Alvarez

10 Ways to Support Family Members Without Risking Your Retirement

Nov 18th, 2019 by: David Alvarez

Why You Should Pay Off Your Mortgage Early (And How to Do It)

Oct 21st, 2019 by: David Alvarez

Your 7-Step Annual Financial Planning Checklist

Sep 16th, 2019 by: David Alvarez

Where Will Your Retirement Money Come From?

GET THE PAX LATEST POSTS

Keep updated on how the latest financial trends impact you.

READY TO PIVOT TO YOUR BEST FUTURE?

Schedule a free, no-strings-attached retirement checkup today.

Talk With Us