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Alejandro Aceves Madriz Email & Phone Number
Financial Planning Extern
at
Amplified Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Extern
Location
San Francisco Bay Area, United States
Who is Alejandro Aceves Madriz? Overview
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Quick answer
Alejandro Aceves Madriz is listed as Financial Planning Extern at Amplified Planning, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Alejandro Aceves Madriz.
Alejandro Aceves Madriz previously worked as Wealth Paraplanner at International Private Wealth Advisors and Client Associate at Pf Wealth Management Group Llc. Alejandro Aceves Madriz holds Cfp® Certification Program from College For Financial Planning.
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Amplified Planning
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Profile bio
About Alejandro Aceves Madriz
Hello, my name is Alejandro, but I also go by Alex. I am a first-generation SFSU graduate and an aspiring financial planner pursuing my CFP® designation.I consider personal finance to be an incredibly important topic, and I believe financial literacy is a crucial knowledge domain. My passion for personal finance ignited when I made a less-than-ideal purchase, buying a brand-new vehicle. The costly financial decision helped me realize that money was a taboo topic in the Latino community, as it was rarely discussed openly. I then took it upon myself to learn about personal finance and started helping my friends and family. As my passion for financial health increased, I decided to switch my major from Biology to Business Finance. I pursued my passion further by becoming the Co-President of the finance club, Financial Analysis & Management Education (FAME), and a board member of the Financial Planning Association of San Francisco. As Co-President, I successfully led FAME's 14th annual investment conference and coordinated several financial literacy workshops to promote awareness among SFSU students.In addition to FAME and the FPA, I am also affiliated with organizations such as the Commercial Real Estate Alliance for Tomorrow's Employees (CREATE), Wall Street Bound, The Street Smarts, and the National Association of Personal Financial Advisors (NAPFA). I am enrolled in the CFP® Certification Program at College for Financial Planning; KAPLAN.
Current workplace
Alejandro Aceves Madriz's current company
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8 roles
Alejandro Aceves Madriz work experience
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Wealth Paraplanner
-Coordinated with team and external professionals to find the best implementation plan for clients -Communicated and met with new and existing clients to walkthrough/update their eMoney portal information -Traded equities to maintain cash for billing, reallocated portfolios, and provided clients with cash using WealthScape and AE
Mar 2024 - Jul 2024
Client Associate
-Prepared for client meetings, updated client OneDrive/eMoney folders, and sent follow-up emails with action items -Maintained client records, triggered workflows, and monitored outstanding tasks using Wealthbox, Hubly, and MS Teams -Utilized Envestnet to complete Schwab account applications, check & journal, and transfer forms, and obtain performance reports
Dec 2023 - Feb 2024
Wealth Management Intern
-Constructed comprehensive Excel spreadsheets documenting clients’ annual spending -Collaborated closely with the Director of Financial Planning to develop plans, client scenarios, and other paraplanner-type tasks -Conducted extensive research on an education planning project, explored areas such as 529 plans and excess funds concern
Jun 2023 - Aug 2023
Financial Planning Extern
This virtual, asynchronous 8-week program took approximately 20 hours per week.-Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.-Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor.-Completed eMoney Advisor certification program-Gained experience using Asset-Map, Redtail CRM, MorningStar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company.-Learned planning perspectives and best practices from 50+ industry experts.-Interacted with guest experts and fellow externs on live calls.
Jun 2023 - Aug 2023
Investment Intern
- Utilized Bloomberg, Capital IQ, Microsoft Excel, and Tegus to perform quantitative and qualitative stock analysis- Analyzed company balance sheets, income statements, and cash flow statements- Constructed a Discounted Cash Flow model that met projected stock (LULU) price within two weeks- Executed a client-ready stock pitch presentation utilizing Microsoft PowerPoint- Created a project regarding compliance and ethics standards in the financial industry- Time managed externship and collaborated with fellow intern to effectively execute projects
Jun 2022 - Jul 2022
Financial Planning Extern
Jun 2022 - Jul 2022
Customer Service Representative
- Maintained excellent service under pressure through communication and coordination, ensuring timely delivery
Apr 2020 - Aug 2021
3 education records
Alejandro Aceves Madriz education
Cfp® Certification Program
Undergraduate, Business Administration And Management, Concentration In Finance
High School Diploma
FAQ
Frequently asked questions about Alejandro Aceves Madriz
Quick answers generated from the profile data available on this page.
What company does Alejandro Aceves Madriz work for?
Alejandro Aceves Madriz works for Amplified Planning.
What is Alejandro Aceves Madriz's role at Amplified Planning?
Alejandro Aceves Madriz is listed as Financial Planning Extern at Amplified Planning.
Where is Alejandro Aceves Madriz based?
Alejandro Aceves Madriz is based in San Francisco Bay Area, United States while working with Amplified Planning.
What companies has Alejandro Aceves Madriz worked for?
Alejandro Aceves Madriz has worked for Amplified Planning, International Private Wealth Advisors, Pf Wealth Management Group Llc, Bailard, Inc., and Jackson Square Partners, Llc.
How can I contact Alejandro Aceves Madriz?
You can use AeroLeads to view verified contact signals for Alejandro Aceves Madriz at Amplified Planning, including work email, phone, and LinkedIn data when available.
What schools did Alejandro Aceves Madriz attend?
Alejandro Aceves Madriz holds Cfp® Certification Program from College For Financial Planning.
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