FINANCIAL PLANNING ASSOCIATE
Alec is a finance graduate from the University of Iowa’s Tippie College of Business, with a wide spectrum of professional and academic experience in financial research, analytics, technology, operations management, and marketing. Alec is currently working towards earning his CFP certification.
As a Financial Planning Associate at Valiant Wealth, Alec plays a support role across various projects within the company, although his primary focuses lie in aiding Valiant Wealth’s advisors and overseeing logistics for the firm’s private investments. With a meticulous financial analysis and planning approach, Alec delivers tailored services and solutions to advisors, clients, and investors for various financial challenges and lifestyles. Alec’s commitment to comprehensive wealth management reflects his understanding that wealth extends beyond the financials.
Outside the office, Alec finds joy in traveling with friends and family, exploring different cuisines, and immersing himself in diverse cultures worldwide. When he is not traveling, Alec enjoys listening to live music, reading historical fiction, and watching the latest movies at the theater.