Alec Quaid, Cfp®

Alec Quaid, Cfp® Email and Phone Number

Wealth Manager @ Poterack Capital Advisory
Denver, CO, US
Alec Quaid, Cfp®'s Location
Denver Metropolitan Area, United States
Alec Quaid, Cfp®'s Contact Details

Alec Quaid, Cfp® personal email

n/a
About Alec Quaid, Cfp®

Alec is a Certified Financial Planner™ Professional and Wealth Manager. He takes great pride in serving clients through the platform of financial planning. Alec has been quoted in multiple publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch.Alec played basketball at Northwestern College before transferring to Colorado State University where he completed their CFP accredited financial planning degree. He and his wife enjoy the Colorado outdoors through skiing and hiking, playing basketball, and golf. He is active in his local church and serves as a Board Member with the Colorado Financial Planning Association. He and his wife Sydney, son Deacon, and golden retriever Walter reside in Castle Rock, CO.Please visit our website at www.poterack.netInvestment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Poterack Capital Advisory are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Alec Quaid, Cfp®'s Current Company Details
Poterack Capital Advisory

Poterack Capital Advisory

View
Wealth Manager
Denver, CO, US
Alec Quaid, Cfp® Work Experience Details
  • Poterack Capital Advisory
    Wealth Manager
    Poterack Capital Advisory
    Denver, Co, Us
    View
  • Poterack Capital Advisory
    Wealth Manager
    Poterack Capital Advisory Nov 2023 - Present
    We customize strategies and solutions for families, beyond numbers and spreadsheets. We are a Virtual firm able to serve families wherever life’s journey takes them.Our Core Values: https://www.poterack.net/about-us
    View
  • American Portfolios Denver
    Financial Planner
    American Portfolios Denver Mar 2019 - Nov 2023
    Greater Denver Area
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual May 2017 - Mar 2019
    Greater Denver Area
    View

Alec Quaid, Cfp® Skills

Leadership Teamwork People Skills Communication Retirement Planning Investments Life Insurance Financial Planning Personal Responsibility Financial Analysis Disability Insurance Financial Goals

Alec Quaid, Cfp® Education Details

Frequently Asked Questions about Alec Quaid, Cfp®

What company does Alec Quaid, Cfp® work for?

Alec Quaid, Cfp® works for Poterack Capital Advisory

What is Alec Quaid, Cfp®'s role at the current company?

Alec Quaid, Cfp®'s current role is Wealth Manager.

What is Alec Quaid, Cfp®'s email address?

Alec Quaid, Cfp®'s email address is aq****@****ios.com

What schools did Alec Quaid, Cfp® attend?

Alec Quaid, Cfp® attended Colorado State University, Northwestern College.

What skills is Alec Quaid, Cfp® known for?

Alec Quaid, Cfp® has skills like Leadership, Teamwork, People Skills, Communication, Retirement Planning, Investments, Life Insurance, Financial Planning, Personal Responsibility, Financial Analysis, Disability Insurance, Financial Goals.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.