David K. Alvarez

David Alvarez is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience helping families navigate life’s most meaningful financial decisions. His approach blends expertise with empathy, offering step-by-step guidance that helps clients feel both confident and cared for.

David focuses his practice on supporting families who have children or loved ones with special needs. That commitment began when a close friend turned to him for help during a particularly challenging time. Walking alongside that family gave David a deep understanding of the emotional and financial complexities involved and a sense of purpose that still guides his work today.

Clients appreciate David is known for simplifying complex issues and offer steady, actionable advice that aligns with their values. He is known for being a calm, trustworthy presence during difficult conversations, especially when families feel unsure of what steps to take next.

Outside of work, David serves as board chair for the Blood and Tissue Center Foundation and is actively involved in local philanthropy. He and his wife, Meredith, are raising two sons in San Antonio where the values of service, faith, and gratitude shape their daily lives.

David wants families to know they are not alone. Many others are navigating similar journeys, and while the road may feel overwhelming, there is help, support, and hope available.