Assistant Advisor and Financial Analyst
Alfred Escamilla is our Assistant Advisor and Financial Analyst
Alfred is a Registered Representative with Cetera Advisor Networks. Alfred is licensed by the California Department of Insurance (CA Insurance License #0G60366). He has helped individuals and families achieve their financial goals by utilizing his vast education and experience in investment and retirement planning. Alfred entered the financial services industry in 2010 where he started his career with John Hancock Financial Network assisting clients in the new account opening process, including analyzing and evaluating their individual financial situation, identifying objectives and making suitable investment recommendations. He then continued his career at Bank of America/Merrill Edge where he built a team centered environment focusing their goals to the financial needs of every client. There he focused on consultative communication with the mass affluent bank clientele and created comprehensive financial strategies by analyzing each client’s current financial situation. He prides himself on living up to the highest ethical standards when it comes to giving financial advice and always putting the needs of his client first before his own.
Alfred is a graduate of California State University, Fullerton where he earned a Bachelor’s degree in finance with an emphasis in investments and financial planning. He has dedicated his education and career to improving his knowledge so that he can provide the most up to date and accurate financial solutions.
Alfred holds the Series 7 and 66 FINRA registrations.