David Alvarez, CFP®

Financial guidance for families, business owners, and non-profits.

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PAX Financial Group David Alvarez, CFP®
San Antonio, Texas

Serving Clients Nationwide

Financial guidance for families, business owners, and non-profits.

Areas of Focus

  • Education Funding
  • Estate Planning
  • Insurance
  • Investment Management
  • Social Security

About Me

David Alvarez is a financial industry leader in Central Texas. Working with thousands of families and hundreds of businesses, nonprofits, and endowments across the country, he has managed over a billion dollars in assets over his 18-year career.

Much of David’s work focuses on helping families who are facing some of life’s most challenging financial decisions such as:

- Planning for family members with special needs
- Preparing for the pivot into retirement
- Funding the ever-increasing cost of healthcare and college education
- Advising transitioning business owners in a way that supports family communication and legacy planning.

David is constantly seeking new ways to support people with his financial expertise. As a Certified Financial Planner™ practitioner, David can help any individual or family navigate the complexities of wealth management experience with confidence and peace.

David is an active and dedicated member of the San Antonio community and has raised over $1.5 million by chairing nonprofit events that he is passionate about, including the Blood and Tissue Center Foundation and the Gus Owen Stephens Foundation.

David is married to his incredible, entrepreneurial wife, Meredith, and enjoys raising his two boys in the same city that raised him.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

78232

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, no-strings-attached retirement check up.

Offers Investment Management

Yes

About our Firm

With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place.

We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world.

We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.

Education

Northwestern University, Bachelor of Arts, Economics and History

Badges

Hobbies and Interests

  • Baseball
  • Family
  • Golf
  • Reading

Who We Serve

  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Special Needs
  • Young Families

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