About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Sergio Avalos
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
CPCA, EPC
Languages spoken: English, Spanish
Phone: (604) 683-6905 x289
Email: sergio.avalos@sunlife.com
Address: 1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8 Canada
Sergio Avalos
For over five years, I have been helping Clients reach their financial goals. I’m proud to hold the Certified Professional Consultant on Aging and Elder Planning Counselor™ designations. These designations give me a unique understanding of the planning needs of people nearing or entering retirement. As a bilingual advisor, I’m happy to offer my services in both English and Spanish.
When I’m not working, I enjoy running, cycling, golfing and spending time with family.
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