Alicia Schonberger
Private Wealth Manager @Upstream Investment Partners, Llc
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WORK HISTORY
Private Wealth Manager @Upstream Investment Partners, Llc
Troy, MI, US
Implementation of quality financial planning, investment management, and insurance strategies, brought to life through boutique-level attention. Our firm combines decades of investment research skill and leadership with individualized relationships for you and your family.We answer only to you. Our independence means:• Unwavering fiduciary commitment to your best interests in advisory relationships• Freedom from corporate mandates and product pressures• Advice driven by your goals, not institutional agendas
EDUCATION
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
ABOUT ALICIA SCHONBERGER
Financial Planner with over 2 decades of experience working directly with clients across a broad range of investment experience and asset values. Gifted in broadening existing and developing new client relationships, and providing comprehensive strategies for growing wealth. Frequently acknowledged for superior client retention as well as additional client sales.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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