Alina Bocu-Szymanski
Executive Director, Wealth Planner at J.P. Morgan Wealth Management
- Role
- Wealth Planner, Executive Director at J.P. Morgan
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Alina Bocu-Szymanski
Wealth planning is about creating a customized plan that’s more than numbers and spreadsheets; it’s a blueprint for your legacy, thoughtfully crafted to resonate across generations. This process is about honoring your values, dreams, and the lasting impact you wish to leave on the world.
Experience
Wealth Planner, Executive Director
Jul 2023 — Present · San Francisco, CA, US
Providing comprehensive wealth planning and estate planning services for high-net-worth individuals, specializing in tax planning, retirement, executive compensation, trusts, and multigenerational wealth transfers. My goal is to help clients make informed decisions in alignment with their financial and estate planning objectives while fostering trusted relationships with all stakeholders-Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Equal Housing OpportunityJ.P. Morgan Wealth Management is a business of JPMorgan Chase & Co, which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.INVESTMENT AND INSURANCE PRODUCTS ARE:• NOT FDIC INSURED• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED© 2023 JPMorgan Chase & Co.
Education
Kinder Institute of Life Planning
EVOKE® Life Planning Training
2022 — 2022
Northeastern University
Master of Science - MST, U.S. Taxation
New York University
Diploma in Financial Planning
Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Tax, Accounting, Economics
2005 — 2009
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