Alec Quaid
Denver, CO
Verified Identity
American Portfolios Denver
Years of Experience
7 years
Member Since
2022
Allow Me to Introduce Myself
AS SEEN IN the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch.
Alec is a Certified Financial Planner™ Professional who is dedicated to serving people through the platform of financial planning. He takes great pride in helping people accomplish their goals and enjoys helping his client...
Clientele
New Investors
Retirees
Tech Employees
Business Owners
Services Provided
Investment Management
Tax Planning
Insurance
Financial Planning
Specialties and Expertise
Cash Flow Analysis
Tax Minimization Inv...
Retirement Income
Business Ownership Strategies
Portfolio Construction
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
Colorado State University
Bachelors in Finance with a concentration in Financial Planning
Obtained in 2017
Disclosures and Proof of License
SEC Profile
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