Sr. Financial Planner
Alvin is a Sr. Financial Planner at Facet and has worked in the financial services industry for more than two decades; “I have done everything from lock-box processing at Core States to automobile financing with Chrysler, business banking and mortgage origination to wealth advising and comprehensive financial planning”. Alvin has delivered financial planning strategies for employees, plan participants, and executives at all asset and income levels, and every stage of the financial planning life cycle. Alvin is a CFP® Mentor for new candidates seeking to earn the credentials, a financial literacy instructor with the CFA Society of Philadelphia and Operation Hope, and a member of the Financial Planning Association of Philadelphia’s Pro-Bono committee.
Education: Temple University (MS), Temple University (BS)
“Risk more than others think is safe. Care more than others think is wise. Dream more than others think is practical. Expect more than others think is possible.” - Claude Bissell
Get to know Alvin
My wife and I
Our three children
What's your secret talent that no one knows about?
I’m a writer and poet.
If you could visit anywhere in the world you've never been, where would you go?
Ethiopia (Wife’s home country)
What are you passionate about?
What are you currently watching on Netflix?
All stand up comedy… I love to laugh.