I am a financial advisor focusing on providing 401(k), 403(b) and other retirement solutions to businesses, corporations, and nonprofits. Here are some of the services I provide:
•Establishing new 401(k) plans, SEP IRA, and SIMPLE IRA accounts to businesses, corporations, and sole proprietors.
•Reviewing 401(k) plans and offering improved pricing and/or service models to meet your company's needs.
•Group educational meetings and one-on-one meetings to all plan participants or individuals to help them navigate through their retirement plans or individual brokerage accounts.
•For individuals and families, I place a big focus on the financial planning process and ongoing investment portfolio management for health care professionals and business owners.

A bit about myself:

I grew up in Palm Springs, CA and had the pleasure to enjoy a great part of my life in Orange County, California. I am currently based out of Palm Desert, CA but I am registered to do business in Texas as well. I am actively involved in the community, and I am currently sitting in the Board of Directors for the John F, Kennedy Memorial Foundation.

I enjoy my career, and probably a bit too much! However, in my free time, I enjoy spending time with my family and attending community events.

Feel free to connect with me here or email me at charles.alfaro@raymondjames.com anytime if you would like to get in touch. You can also feel free to reach my office line at 760-862-6749.