Miami, FL SW 3rd Ave Office

Moises Alfonso is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been affiliated with Primerica Financial Services since 2001 and leads Momentum Enterprises, Inc., an investment-related business. Alfonso also serves as chairman of the board for Team Paradise, Inc., a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Allen Stein is a financial advisor with Primerica Advisors in Miami, FL, holding a Series 65 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.