Alec Hoag, Cfp® Email & Phone Number

Salient Wealth Planning group has been providing premier wealth management and advanced financial planning services for over 25 years. We are a boutique firm specializing in bringing creative customized design ideas in the areas of investment, estate and business owner planning. I particularly enjoy working with a team who caters to the community I've grown up in. Alec Hoag is a registered representative of Lincoln Financial Advisors Corp.Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. He is securities registered in CA, FL, MA and MN. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-4760240-052522. CA Insurance License 0M82989

El Segundo, Ca, Us

I had the unique opportunity to intern at Cetera Advisors in LA where I acquired first-hand experience with planning, investment advising, and brokerage services. I learned how to provide practical advice to a variety of clients. While shadowing managers I developed a deeper grasp of both short and long term needs as well as the appropriate investments to meet those needs. Through this experience, I increased my knowledge on mutual funds and bonds.

Personal Financial Planning Certificate

Finance

Education record