Alexa Meyer

About Alexa Meyer

Retirement Planning, Investment Planning, Estate Planning, College Funding…

Experience

1. Financial Advisor

   Pacific Capital Resource Group

   Jan 2012 — Present · Bellevue, WA, US

   Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise.The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not beappropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at a•••••@pcrg.comRegistered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc.(HTK), Registered Investment Adviser, Member FINRA 10900 NE 8th Street, Suite 1550, Bellevue, WA 98••••••••88. Pacific Capital Resource Group (PCRG) is independent and unaffiliated of HTK. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice.

Education

• University of Washington, Michael G. Foster School of Business

  BA

Skills

• Life Insurance
• Investments
• Strategic Financial Planning
• Morningstar
• Profiles
• Microsoft Excel
• Long Term Care Insurance
• Retirement Planning
• Smart Office
• Disability Insurance