Pathway Financial Planning, Inc.
Pathway Financial Planning, Inc. (CRD# 173222) is a financial advisory firm headquartered in Newport News, VA. They manage $7,400,198 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts76ACCOUNTS
Average Account Value$97,371
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia and owner of Pathway Financial Planning, Inc. in Newport News, VA. Oscar has over 23 years of experience in the finance industry. Oscar Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Oscar N. Alvarez is an independent fiduciary and is committed to always putting the needs of his clients first.