The Capital Group
Joseph Alvarez is a Financial Services Specialist at The Capital Group since March 2022. Previously, Joseph worked as a Server at Burtons Grill, LLC from May 2021 to November 2023, and as a College Financial Representative at Northwestern Mutual from May 2021 to October 2021. Joseph also has experience as a Financial Management Program Intern at UBS from February 2020 to April 2020, a Team Leader at Chick-fil-A-Franchise from February 2016 to January 2020, and as an Intern at the Law Office of Haven Shoemaker from January 2019 to May 2019. Joseph holds a Bachelor of Science in Economics from the University of Maryland, completed in December 2022, and is pursuing a Certified Financial Planner (CFP) Certification from the University of Maryland Global Campus.
The Capital Group
At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.