Alena Povarova
Financial Advisor
- Role
- Financial Advisor at Arbor Point Advisors, Llc
- Location
- Sunnyvale, CA, US
- LinkedIn followers
- 500 followers
About Alena Povarova
As a Financial Advisor at KMS Financial Services, Inc, I specialize in investment management and financial planning for individuals and families with complex needs. I work with clients who are in career or life transitions to ensure they are making the right move to manage their assets and plan for the future. Whether it is starting a family, changing careers, or preparing for the next chapter, your journey can be aided by a professional who has the wisdom and resources to support and guide you.Because I work primarily with high net worth families, I have developed a thorough understanding of the unique problems and opportunities that you may confront. This translates into a time-tested ability to obtain measurable and meaningful results for you, your business, and your family.My core expertise include- Professional Portfolio Management- Asset Allocation Strategies- Stock Options Analysis- Retirement Planning- Tax-Sensitive Investment Strategies- Hedging and Monetization of Concentrated Equity Positions- Risk Management Analysis
Experience
Financial Advisor
Nov 2020 — Present
Education
Santa Clara University Leavey School of Business
Finance
Skills
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Financial Advisory
- Asset Managment
- Financial Planning
- Wealth Management
- Investment Strategies
- Investment Management
- Finance
- Financial Services
- Valuation
- Asset Management
- Open Networker
- Private Wealth Management
- Management
- Wealth Management Services
- Retirement Planning
- Options
- Wealth Preservation Strategies
- Investments
- Equities
- Portfolio Management
- Investment Advisory
- Tax Reduction Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.