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Charles A

Series 66

New Rochelle, NY

Equitable Advisors

Charles Alfaro is a Series 66-registered financial advisor with Equitable Advisors in New Rochelle, NY, bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Alfaro is principal of Alfaro Consulting, a corporate communications and public relations firm. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Robert D

Series 63, Series 65

New Rochelle, NY

Equitable Advisors

Robert Dawson is a financial advisor with Equitable Advisors in New Rochelle, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Dawson is involved with the Rotary Club of the Pelhams. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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