Alec Zari
Vice President, Wealth Advisor @Crestview Capital Management
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WORK HISTORY
Vice President, Wealth Advisor @Crestview Capital Management
Los Angeles, CA, US
Alec has a passion for helping others succeed. Coming from a Certified Financial Planning studies program at California State University, Northridge has allowed Alec to take on a more hands on approach to help individuals and families achieve their financial goals and utmost serenity through meticulous planning and preparation.Alec specializes in exploring 401k options for each individual, creating investment strategies for transitioning old 401ks to IRAs, opening individual brokerage accounts to create additional income and suggest an overall point of attack for retirement. Diversification is always key for a financial advisor. One of Alec\'s main focus is to make sure many corporate executives\' portfolios are not densely concentrated in company stock and look at tax-efficient strategies to sell off into a more stable plan for the long-term.
EDUCATION
California State University, Northridge
Bachelor's degree, Financial Planning and Services
ABOUT ALEC ZARI
Alec Zari is an Investment Advisor Representative with Dynamic Wealth Advisors dba Crestview Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors.
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