Mike Alves, Msafp, Cfp®, Cepa, Crpc® Email and Phone Number
Mike Alves, Msafp, Cfp®, Cepa, Crpc® work email
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Mike Alves, Msafp, Cfp®, Cepa, Crpc® personal email
Mike Alves, Msafp, Cfp®, Cepa, Crpc® phone numbers
Vida Private Wealth is a leading independent financial services firm offering multi-family office, asset management, and financial life planning services to high-net-worth individuals and families.None of the services we offer are limited to propriety products or corporate constraints, and we are committed to finding the best possible solution for each client.Our services are rooted in the principles of Financial Life Planning, where we align our clients' wealth with their values to live a purposeful, meaningful, and happy life.As a firm, our values are driven by a passion for family, health, financial independence, education, mindfulness, and making a positive impact on our clients' lives.We stand by our declaration of independence and sit on your side of the table. We always look after your best interests, guided by an honest assessment of your needs and goals. Your agenda is our compass.At Vida Private Wealth, we are committed to helping our clients live with purpose and meaning. This sense of purpose is firmly rooted in our objective to make a positive impact in our community, which includes the lives of our clients and their families. Our service falls into three areas of focus:1. Multi-family office services2. Financial Life Planning3. Wealth managementVida Private Wealth LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Vida Private Wealth LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vida Private Wealth LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Vida Private Wealth
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Managing Director, FounderVida Private Wealth Oct 2018 - PresentPasadena, California, UsMike Alves’s love for the financial services industry can be traced back to when he was a 14-year-old scholar in a seminary when he read "What they don't teach you at Harvard Business School" by the legendary entrepreneur and business author Mark McCormack. Eager to learn more, Mike started reading more stories and case studies where McCormack helped his clients achieve success and happiness. Mike felt a growing need to make a difference in other people's lives, which ultimately lead to founding Vida Private Wealth.After earning a bachelor’s degree in international business administration from the University of California-Riverside in 2005, Mike accepted an offer to work with Morgan Stanley. A year later, he was recruited by Merrill Lynch, where he worked as a Wealth Management Advisor and Vice-President for Wealth Management until 2018.In 2010, Mike attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Chartered Retirement Planning Counselor℠ and Chartered Life Underwriter® designations. Mike gravitated to a career in Financial Life Planning, and in 2017, he decided to pursue a Master of Science degree in Advanced Financial Planning from Golden Gate University (expected graduation in 2020). He is a member of Phi Theta Kappa International Honor Society and Golden Key National Honor Society.With a focus on giving back to his community, Mike is an ardent supporter of non-profits and charities, such as the Corazon de Vida Foundation, UCR Alumni Association. He has served on the advisory boards of the Latino Medical Student Association, the Latino Physician Advisory Board of the Los Angeles County Medical Association (LACMA), the LA Children’s Hospital corporate committee and the California Hispanic Corporate Council Leadership Institute.
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Wealth Management Advisor, Vice PresidentMerrill Lynch Apr 2006 - Oct 2018New York, Ny, Us -
Financial AdvisorMorgan Stanley Apr 2005 - Apr 2006New York, Ny, Us
Mike Alves, Msafp, Cfp®, Cepa, Crpc® Skills
Mike Alves, Msafp, Cfp®, Cepa, Crpc® Education Details
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Golden Gate UniversityAdvanced Financial Planning -
University Of California, RiversideBusiness Administration
Frequently Asked Questions about Mike Alves, Msafp, Cfp®, Cepa, Crpc®
What company does Mike Alves, Msafp, Cfp®, Cepa, Crpc® work for?
Mike Alves, Msafp, Cfp®, Cepa, Crpc® works for Vida Private Wealth
What is Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s role at the current company?
Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s current role is Helping high net worth families align wealth with their values and live a purposeful life..
What is Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s email address?
Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s email address is mike_alves@ml.com
What is Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s direct phone number?
Mike Alves, Msafp, Cfp®, Cepa, Crpc®'s direct phone number is (800) 637*****
What schools did Mike Alves, Msafp, Cfp®, Cepa, Crpc® attend?
Mike Alves, Msafp, Cfp®, Cepa, Crpc® attended Golden Gate University, University Of California, Riverside.
What skills is Mike Alves, Msafp, Cfp®, Cepa, Crpc® known for?
Mike Alves, Msafp, Cfp®, Cepa, Crpc® has skills like Family Wealth Planning, High Net Worth Wealth Planning, Customized Wealth Planning, Income Planning, Family Financial Advisor, Business Exit Planning, Estate And Retirement Planning Services, Wealth Management And Retirement Planning, Goals Based Wealth Planning, Estate Planning Strategies And Wealth Transfer, Employee Benefits Planning, Business Planning.
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