Robert Lattig | Jhany Alvarado
With over 30 years of combined experience, Robert Lattig, Senior Vice President, and Jhany Alvarado, CFP®, Senior Financial Advisor, are dedicated to delivering personalized financial solutions that empower individuals, families, and businesses to achieve their goals.
Robert Lattig specializes in retirement planning and investment management, offering a client-centered approach that combines technical expertise with a deep understanding of individual needs. He has guided clients through complex financial decisions with clarity and confidence.
Jhany Alvarado, CFP®, brings extensive knowledge in wealth preservation and estate planning strategies. She takes pride in crafting customized strategies designed to grow and preserve wealth while addressing each client’s unique priorities.
Together, Robert and Jhany provide a comprehensive suite of services, including:
• Tailored investment strategies
• Retirement income planning
• Wealth transfer and legacy planning
• Risk management solutions
Their collaborative approach helps ensure every client receives the guidance and support needed to make informed decisions and build a secure financial future.
Contact Robert Lattig at 321-344-2775 and Jhany Alvarado at 321-344-2785 today to discover how their expertise can help you achieve your financial goals with confidence.
