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Alec Quaid | Financial Advisor

Profile img for Alec Quaid, financial advisor at American Portfolios Denver
Denver, CO
Alec Quaid
Financial Advisor
American Portfolios Denver

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
AS SEEN IN the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. Alec is a Certified Financial Plannerâ„¢ 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 clients gain confidence in their financial future. He is very passionate about educating consumers on the key things to look for in an advisor and also the things that should be cause for concern. Alec has been featured in in multiple national publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. Alec played basketball at Northwestern College before transferring to Colorado State University where he completed their CFP accredited financial planning degree. He and his wife enjoy the Colorado outdoors through skiing and hiking, playing basketball, and golf. He serves with multiple organizations including at his local church, Board Member with the Colorado Financial Planning Association, Committee Chair at the Aurora Chamber of Commerce, and as a member and speaker with nonprofit RoadMap for Aging. He and his wife Sydney and golden retriever Walter reside in Castle Rock, CO.
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Specialties and Expertise

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Cash Flow Analysis
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction

Clientele

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New Investors
Retirees
Tech Employees
Business Owners

Credentials and Designations

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Certified Financial Plannerâ„¢

Education

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Colorado State UniversityBachelors in Finance with a concentration in Financial PlanningYear Obtained: 2017
Quick Facts About Alec
Years of Experience:7 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Insurance

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Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Denver, CO
Alec Quaid
Financial Advisor
American Portfolios Denver
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