Why Choose Us
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 RAMSEY SMARTVESTOR PRO
Armand A. Atkinson, M.S., 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.
WHY USE A SMARTVESTOR PRO?
SMARTVESTORS EARN DAVE’S ENDORSEMENT—THEY CAN’T BUY IT
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!
PROUD DAVE RAMSEY SMARTVESTOR PROS
DAVE RAMSEY
HOW TO FIND A RELIABLE FINANCIAL ADVISOR
Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of NBC Securities, Inc.