Marfina Alfonso
About Marfina Alfonso
Marfina Alfonso serves as the Regional Vice President at Primerica and has extensive experience in the finance industry, focusing on client education and recruitment. She transitioned from a career in nursing to finance, advocating for financial independence and the importance of personal finance education.
Work at Primerica
Marfina Alfonso serves as the Regional Vice President at Primerica, a position she has held since 2018. In this role, she oversees operations and strategy in Kenosha, Wisconsin. Alfonso is involved in recruiting individuals who are interested in transitioning to a career in finance, particularly in light of the Great Wealth Transfer. Her work emphasizes the importance of financial education and independence.
Career at PFS Investments
Since 2021, Marfina Alfonso has worked as an Investment Advisor Representative at PFS Investments. In this capacity, she focuses on educating clients about financial strategies to help them achieve financial independence. Her role involves providing guidance on investment options and financial planning.
Role at Primerica Mortgage, LLC
Marfina Alfonso has been a Mortgage Loan Originator at Primerica Mortgage, LLC since 2020. Based in Wisconsin, she assists clients in navigating the mortgage process. Her work includes educating clients on mortgage options and the importance of understanding personal finance.
Education and Expertise
Marfina Alfonso studied at the University of Wisconsin-Milwaukee. Her educational background supports her transition from a career as a Registered Nurse to a financial advisor. This unique perspective allows her to advocate for financial literacy and independence, particularly in areas not typically covered in traditional education.
Background and Career Transition
Marfina Alfonso transitioned from a Registered Nurse to a financial advisor, highlighting her commitment to financial education. This career change reflects her dedication to helping others understand personal finance concepts that are often overlooked in formal education. Her background in healthcare informs her approach to client education in finance.