Our President

Visionary leader with over 40 years of experience in financial services and cross-border business development.

Mario César Alvarez, ChFC

MARIO CÉSAR ALVAREZ, ChFC

President & Financial Strategist

5707 Greenbush Ave., Van Nuys, CA 91401

(323) 528-9640

mcalvarez@chamberla.org

PROFESSIONAL SUMMARY

Visionary business leader with over 40 years of experience in the financial services industry, specializing in asset protection, tax planning, and multigenerational wealth strategies. Proven track record in financial education, business development, and cross-border ventures. Licensed Chartered Financial Consultant with a multicultural background, fluent in English and Spanish, and active in both U.S. and Latin American markets.

CORE COMPETENCIES

Strategic Business Planning
Multigenerational Wealth Transfer
Cross-Border Trade Development
Financial Literacy & Education

PROFESSIONAL EXPERIENCE

MAK Insurance Solutions Inc.

Jan 2023 – Present

President

Lead the agency's mission to build legacy wealth for families through Family Trust Funds and advanced planning strategies. Focus on multi-generational financial architecture and executive planning.

GENEX Laboratories

Apr 2024 – Present

Marketing Director

Oversee market strategy and provider engagement for Medicare-focused diagnostic services. Establish partnerships with clinics, physicians, and institutions.

Planning Today Financial Services Inc.

Jan 2003 – Present

President

Provide advanced financial strategies in tax, asset protection, retirement planning, and business continuity. Facilitate seminars and one-on-one planning for individuals and corporations.

The Learning Change Institute Inc.

Jan 2009 – Present

President

Founded and lead a non-profit focused on transformational education. Deliver programs for personal development, organizational change, and financial literacy across multicultural communities.

EDUCATION & CERTIFICATIONS

  • Chartered Financial Consultant (ChFC), American College of Finance, 2002–2004
  • BS in Business Administration, Universidad de San Martín de Porres, Lima, Peru, 1978–1981

LEADERSHIP & AFFILIATIONS

  • Board Director, Los Angeles Metropolitan Hispanic Chamber of Commerce (LAMHCC)
  • Speaker and advocate for financial literacy across Hispanic and multicultural communities
  • Active collaborator with Chambers of Commerce in Peru and Central America