Alex Chisholm
Financial Strategist at 1804 Financial Group
- Role
- Financial Strategist at 1804 Financial Group
- Location
- Falls Church, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Alex Chisholm
At our firm, we specialize in delivering comprehensive financial planning strategies…
Experience
Financial Strategist
May 2019 — Present · Washington, DC, US
Dergalis Associates is a segment of my practice geared specifically towards working with Long & Foster realtors in the Washington D.C. Metro Area.
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS)
2007 — 2011
University of Maryland College Park
Bachelor of Science (BS)
2007 — 2011
Skills
- Strategic Financial Planning
- 401(K) Distribution Planning
- Business Succession Planning
- Estate Planning Strategies
- Wealth Management
- Executive Benefits Planning
- Retirement Planning
- Investment Advisory Services
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