Alvin Parra founded Blue Canon Wealth with a singular purpose: to be a fierce advocate for clients seeking better health coverage and stronger financial futures. With over 20 years of experience spanning investment management, insurance, and retirement planning, Alvin brings a holistic approach that most advisors simply can't offer.
As the principal of a Registered Investment Advisory firm and a licensed Insurance Agency, Alvin bridges the gap between Wall Street strategies and Main Street realities. Whether you're a business owner designing an employee benefit program, or an individual planning for retirement, Alvin treats your goals like his own.
Blue Canon Wealth operates as a fiduciary, meaning your interests always come first — no hidden commissions, no conflicted advice. Just honest, comprehensive guidance rooted in decades of real-world experience.
SEC/State-registered RIA operating under a strict fiduciary standard for all investment advice.
Full-service insurance agency offering life, health, Medicare, and annuity solutions.
Wealth management, retirement, tax planning, and estate strategies under one roof.
Legally obligated to act in your best interest — always, without exception.
Straightforward, fiduciary-guided strategies for individuals preparing for retirement and business owners looking to optimize their benefits and tax advantages.
Customized investment portfolios designed to grow and protect your assets. As fiduciaries, we manage your wealth with transparent, conflict-free strategies.
Protect your nest egg from market downturns. We specialize in fixed and indexed annuities that offer zero-loss guarantees and lifetime income you can't outlive.
Turning 65? We help you navigate the complexities of Medicare, avoiding late penalties and finding the right supplemental coverage for your health needs.
Design and manage cost-effective 401(k) structures that attract top talent while maximizing tax advantages and retirement savings for business owners.
Comprehensive group health, dental, and vision coverage. We compare plans across top carriers to reduce your premiums while improving employee benefits.
Ensure your legacy is protected. We help structure living trusts and estate plans that avoid probate, minimize taxes, and protect your family's future.
Whether you're planning for retirement, protecting your family, or building a better benefits program for your business — we're ready to listen. No obligation, no pressure. Just clear, honest guidance.
Mon–Fri: 9:00 AM – 5:30 PM PST
Sat: By Appointment
Evening appointments available upon request
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