Rafael Chavez-Alcorta

Financial Advisor

Rafael Chavez-Alcorta is a dedicated financial advisor with a strong academic background and a passion for empowering clients to achieve financial success. Holding a Bachelor of Science degree in Biology (B.Sc.) and the designation of Responsible Investment Specialist (RIS), Rafael combines his analytical skills with a commitment to socially responsible investing.

Rafael is passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey.

In his work with small business owners, Rafael helps them navigate the unique financial challenges they face, providing tailored advice and comprehensive planning to ensure their long-term success.

Outside of his professional life, Rafael is a devoted family man, happily married, and the proud father of two young children, Esteban and Camilla. Additionally, he is an enthusiastic Zumba instructor, bringing the same energy and dedication to fitness as he does to financial advising. His holistic approach to life reflects his belief in balance, well-being, and continuous personal growth.

Whether it’s educating clients on financial success, advising small business owners, or leading a high-energy Zumba class, Rafael is committed to helping others achieve their financial goals.