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About Oscar Alvarez

Oscar is a 1982 graduate of the United States Military Academy at West Point.  Oscar earned his Masters of Science in Education from Old Dominion University in 1993.  

As a 10 year Army Veteran, Oscar is dedicated to serving others.  As a missionary in Uganda, Oscar and his wife Rhoda, sons Samuel, and Lucas worked to build orphanages for children.  

In 2011 Oscar was selected as 2011 Five Star Wealth Manager by Hampton Roads Magazine.  

“As a CFP(R) professional, Oscar has met the rigorous experience and ethical requirements of the Certified Financial Planner™ Board of Standards, Inc. He was trained intensively in the following areas: Financial planning, insurance/risk management, investments, tax planning, retirement planning, and estate planning. The respected CFP(R) certification stands out not only for its difficulty of qualifying, but also in enforcing a strict code of professional ethics. With a legal Fiduciary Standard to uphold, his client’ interests are his sole and utmost concern at all times and in all situations.”

Since 1993 Oscar has worked to improve the lives of all he came into contact. 


Oscar is passionate about helping others. He has worked toward finding solutions that will assist families obtain their financial goals.  

Secondly, after his own experiences with putting his sons through the college application process, Oscar is dedicated to helping families reduce their college expenses.  Oscar is a Certified College Planning Specialist (CCPS®).

The CCPS® (Certified College Planning Specialist™) designation is THE standard of excellence for college financial planning. Since 2002, the CCPS® designation is the ONLY college financial planning accreditation in the financial industry.  

As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well. 

As a Registered Investment Advisor in the state of Virginia, Oscar works as an independent financial planner.

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