John Alvarez is Retirement Plan Advisor for IMA Wealth, Inc. in our Dallas location. He began his career in the retirement plan services industry in 2008 and has worked in both the wholesale and retail sides of the industry over that time. In his role with IMA Wealth, he assists clients in developing optimal retirement plans through plan design consulting, vendor selection, fiduciary investment reviews, and employee engagement.
Prior to joining IMA Wealth, John served as Vice President for FamilyWealth Advisers where he he led the advisory firm’s retirement plan services practice. He has also served as a retirement plan consultant with Austin Capital Trust Company and in sales for RetireBetter, a third-party administration and recordkeeping firm.
John is a graduate of the University of Texas at Austin where he earned a Bachelor of Science in Advertising and currently holds the State registration Series 65.