Aleia Aleia Jackson MacDonald
CERTIFIED FINANCIAL PLANNER ™ at Advanced Wealth Strategies
- Role
- Investment Advisor Registered Representative at Advanced Wealth Strategies
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Aleia Aleia Jackson MacDonald
As a passionate entrepreneur and seasoned financial expert, I specialize in guiding ambitious families toward realizing their dreams of financial independence and crafting an extraordinary retirement. With a firm belief in the transformative power of strategic planning, I am dedicated to turning aspirations into tangible realities. With over two decades of hands-on experience in the financial industry and holding the prestigious CERTIFIED FINANCIAL PLANNER™ designation, I have committed myself to assisting business owners, couples, and families in navigating the complexities of retirement planning, business succession, and wealth management. Beyond my professional endeavors, my heart lies with my cherished family. Alongside my husband, Ryan, and our two energetic boys, Makai and Jace, we call Ann Arbor home. We relish spending quality time together outdoors, whether exploring new destinations or simply soaking up the warmth of the sun. Our shared love for travel and creating lasting memories fuels our adventures, both near and far. In addition to prioritizing family, I am deeply passionate about giving back to the community. My philanthropic efforts are centered around supporting youth empowerment initiatives and combatting hunger, with the belief that investing in future leaders and alleviating societal challenges can spark positive change.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC, CG Advisory Services, and Advanced Wealth Strategies are separate entities from LPL Financial.
Experience
Investment Advisor Registered Representative
Dec 2018 — Present · Ann Arbor, MI, US
Education
Eastern Michigan University
BBA, Business Management
The American College of Financial Services
Certified Financial Planning (R) Certification Curriculum, Finance and Financial Management Services
2018 — 2020
Skills
- Financial Analysis
- Investments
- 401k
- Retirement
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Estate Planning
- Networking
- Microsoft Office
- Sales
- Customer Service
- Marketing
- Finance
- Series 6
- Insurance
- Fixed Annuities
- Portfolio Management
- Long-Term Care
- Wealth Management
- Disability Insurance
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