WHO WE ARE

We, at Lifetime Financials are a dedicated, client-focused team that understands that each individual’s needs and life situation is unique therefore, each one’s financial goals are also unique. Armed with years of service and experience behind us, our primary objective is to lifeguard legacies and ensure your wealth for generations.

MISSION STATEMENT

Our mission is to create and enhance prosperity for all our clients; and to be of service to as many as possible in our community.

Our Team

Our distinct blend of storied experience and savvy knowledge helps put us in a position to serve
the most discerning clients. Well-suited for those seeking a professional wealth management
experience, our collaborative team caters to investors in need of tailored portfolio and
investment advice.

ADNAN ALVI

President & Financial Advisor

MATLOOB ALVI

Sr. Financial Advisor
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PRITI BAJAJ

Financial Advisor

CLIENT TESTIMONIALS

Our world is at an inflection point, with technology transforming
our clients, our profession, and society at large.