Mayelin Alvarez

Mayelin Alvarez Email and Phone Number

Wealth Advisor @ Kaufman Rossin
miami, florida, united states
Mayelin Alvarez's Location
Miami-Fort Lauderdale Area, United States
Mayelin Alvarez's Contact Details

Mayelin Alvarez personal email

n/a
About Mayelin Alvarez

Mayelin applies her first-hand knowledge as a former business owner to develop and implement financial solutions for proprietors and their families.Mayelin has almost 20 years combined experience in operations, management, and business planning. She was a small business owner for almost a decade operating her own food supply business, working with the local hotel and restaurant industry. She later joined the consulting industry where she assisted over 600 companies in analyzing deficiencies within their businesses. Today, Mayelin works with domestic and international clients to design, implement and manage evidenced -based investment portfolios customized to align to their financial plans. Additionally, Mayelin offers guidance on buy sell funding, employee retention strategies and succession planning via insurance solutions for business owners. In addition to spending time with her family, Mayelin volunteered for SCORE; an organization aimed at helping small businesses thrive in their community. Her role as a workshop presenter brought great value to both the organization and business owners, ranking her a top presenter in her local chapter. Mayelin is bilingual in English and Spanish. She holds a Series 65 and Florida 2-15 Life, Health and Annuities Agent license.

Mayelin Alvarez's Current Company Details
Kaufman Rossin

Kaufman Rossin

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Wealth Advisor
miami, florida, united states
Website:
kaufmanrossin.com
Employees:
429
Mayelin Alvarez Work Experience Details
  • Kaufman Rossin Wealth
    Wealth Advisor
    Kaufman Rossin Wealth Nov 2021 - Present
    Miami, Florida, United States
  • Kaufman Rossin
    Wealth Advisor
    Kaufman Rossin Mar 2023 - Present
    Miami, Florida, United States
    View
  • Kaufman Rossin
    Insurance Advisor Kaufman Rossin Insurance Services
    Kaufman Rossin Nov 2021 - Present
    View
  • Kaufman Rossin
    Wealth Consultant Kaufman Rossin Wealth
    Kaufman Rossin Nov 2021 - Jun 2023
    View
  • Coastal Wealth, A Member Of The Massmutual Financial Group
    Financial Services Representative
    Coastal Wealth, A Member Of The Massmutual Financial Group 2014 - Nov 2021

Mayelin Alvarez Skills

Business Planning Estate Planning Life Insurance Business Development Business Strategy

Frequently Asked Questions about Mayelin Alvarez

What company does Mayelin Alvarez work for?

Mayelin Alvarez works for Kaufman Rossin

What is Mayelin Alvarez's role at the current company?

Mayelin Alvarez's current role is Wealth Advisor.

What is Mayelin Alvarez's email address?

Mayelin Alvarez's email address is ma****@****lth.com

What skills is Mayelin Alvarez known for?

Mayelin Alvarez has skills like Business Planning, Estate Planning, Life Insurance, Business Development, Business Strategy.

Who are Mayelin Alvarez's colleagues?

Mayelin Alvarez's colleagues are Enrique Falla, Jamalmash Noel, Yann Marie Kouassi, Arturo Regueira, Ralph Macnamara, Ben Biram Koné, Jannine Crotty.

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