Alvin Abe, AIF®
Private Wealth Manager
Since joining E.A. Buck in 1987, Alvin has assisted his clients with retirement planning, tax efficiency strategies, insurance evaluation and estate planning. He works with all income groups, from young adults just starting out to high-net-worth individuals looking for tax-efficiency strategies. Alvin strives to make a difference in his clients’ financial well-beings.
Alvin’s career at E.A. Buck was prompted by his belief that there was a real lack of practical and personal financial education available for many individuals and families.
“I take pride in breaking down complex financial concepts so that they can become understandable and applicable to my clients,” says Alvin, who grew up on Maui before graduating from the University of Hawaii.
The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.