Advanced Wealth Planning Group
About us
Providing financial advice
to help you
reach your goals
Welcome! My name is Armand, and I am a Financial Advisor with NBC Securities, Inc. Together, with my business partner Rob we make up the Atkinson-Alvarez Team. We take pride in utilizing the most up-to-date and powerful financial planning/wealth management tools & technology available to help guide our clients.
Together we possess years of industry experience and are truly dedicated to our craft of being Certified Financial Planner™ (CFP®) professionals. Where applicable, we serve as fiduciary advisors to our clients and may manage money on a discretionary basis. We take a personalized approach to wealth management. We start by understanding what is important to you and your family, and why you value those areas, and building a trusting relationship.
We will apply our investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. We believe in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.
What we are great at:
As Certified Financial Planners®, we provide trusted advice and customized financial plans and solutions to help you reach major financial milestones and build a success financial portfolio.
Why Use a SmartVestor Pro
SMARTVESTORS EARN DAVE'S ENDORSEMENT
Being a SmartVestor Pro isn’t easy; it’s hard work because SmartVestors are held to a higher standard of excellence. As a SmartVestor, we pay a fee to cover website maintenance and employment costs; however, Dave’s endorsement is not bought—it’s earned. Dave has a 45-person team that interviews potential SmartVestors to ensure we will provide you with the same advice Dave would give. Dave expects us to treat you the same way he would: with the heart of a teacher, not the attitude of a salesman.
We are proud to represent Dave Ramsey in the Tampa Bay Area.
Call us today to schedule an appointment, or click here to schedule a Zoom Conference call!
Why Choose Advanced Wealth Planning Group
DAVE RAMSEY SMARTVESTOR PRO
The Atkinson-Alvarez team is honored to be Dave Ramsey’s SmartVestor Pro for the Tampa Bay Area. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.
OUR SMARTVESTOR TEAM
Armand A. Atkinson, MS, CFP®, CIMA®, AIF® has a master’s degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary. He has over 16 years of industry experience. He achieved Dave Ramsey Endorsed Local Provider (ELP) status in 2010 because of his experience in the industry and passion for helping others. He leads our SmartVestor Pro team.
Robert G. Alvarez, CFP® has over 29 years of Financial Planning & Wealth Management experience and is a is a CERTIFIED FINANCIAL PLANNER™ professional. He is a third-generation Floridian, a University of South Florida Alumni and he is a member of the SmartVestor Pro Team.
Advanced Wealth Planning Group consists of 45+ years of combined experience providing financial services.
We’re determined and passionate about helping our clients protect their assets, prepare for the future, reach their financial goals and build a strong investment portfolio.
Recognitions
You can get one report a year from each of the three nationwide credit reporting companies.
Go to annualcreditreport.com for more information.
