Aleda Kresge

Aleda Kresge Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ at Affinity Wealth Management Group @ Affinity Wealth Management Group
Aleda Kresge's Location
Frisco, Colorado, United States, United States
Aleda Kresge's Contact Details

Aleda Kresge work email

Aleda Kresge personal email

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About Aleda Kresge

Aleda Kresge is an experienced Financial Advisor in Frisco, Colorado. She has spent over 28 years committed to helping business owners, executives and families pursue their financial goals and investment objectives. In 1990, Aleda earned her designation as a CERTIFIED FINANCIAL PLANNER™ from the International Board of Standards and Practices for Certified Financial Planners. This is a professional credential in the financial planning industry that requires her to abide by the Code of Ethics and Standards of Practice set forth by the board.Aleda has distinguished herself in the industry by providing invaluable financial planning to include investment and asset management, tax and estate planning, business planning, college funding, legacy planning and wealth transfer techniques. Prior to working in the financial services field, Aleda worked as a critical care nurse and a nurse practitioner from 1968 – 1989. She received a Bachelor of Science in nursing from Metro State College in Denver, Colorado with a minor in health care administration as well as completed her nurse practitioner certificate in 1980.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment Advice offered though Western Wealth Management, LLC, a Registered Investment Advisor. Affinity Wealth Management Group and Western Wealth Management, LLC are separate entities from LPL Financial.Aleda Kresge may only discuss and/or transact securities business with residents of the following states: CA, CO, IL, MD, NC, NJ, NY, TN, TX, WA. Third party posts found on this profile do not reflect the views of LPL Financial or Western Wealth Management, LLC and have not been reviewed by LPL Financial or Western Wealth Management, LLC as to accuracy or completeness.

Aleda Kresge's Current Company Details
Affinity Wealth Management Group

Affinity Wealth Management Group

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CERTIFIED FINANCIAL PLANNER™ at Affinity Wealth Management Group
Website:
affinitywmg.com
Employees:
6
Aleda Kresge Work Experience Details
  • Affinity Wealth Management Group
    Certified Financial Planner™
    Affinity Wealth Management Group Jan 1986 - Present
    Affinity Wealth Management Group was founded in 1986 as a way to offer clients high quality, personalized financial service. Affinity Wealth Management Group offers a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies.The Affinity Wealth Management Group provides the objective advice and personalized attention that you should expect from a local independent firm. Our clients also receive the benefits of working with the largest independent broker- dealer in the country, LPL Financial*. We use LPL Financial for securities transactions as well as their extensive research.Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value. We cultivate relationships based on trust and a long term perspective.The Affinity Wealth Management Group considers itself a Personal Chief Financial Officer (CFO) for its clients. Our goal is to assist our clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As a Personal CFO, our Team uses specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble specialists to assist with implementing strategies.*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.

Aleda Kresge Skills

Investments Financial Planning Asset Management Insurance Securities Investment Strategies Pensions Strategic Financial Planning Finance Asset Managment Small Business Retirement Planning Investment Management Asset Allocation Wealth Estate Planning Financial Services Financial Planners Real Estate Wealth Management Portfolio Management Certified Financial Planner Business Planning Finra Tax Financial Advisory Employee Benefits Mortgage Lending

Aleda Kresge Education Details

  • School Name:
    School Name:

Frequently Asked Questions about Aleda Kresge

What company does Aleda Kresge work for?

Aleda Kresge works for Affinity Wealth Management Group

What is Aleda Kresge's role at the current company?

Aleda Kresge's current role is CERTIFIED FINANCIAL PLANNER™ at Affinity Wealth Management Group.

What is Aleda Kresge's email address?

Aleda Kresge's email address is s@kresgecfp.com

What schools did Aleda Kresge attend?

Aleda Kresge attended School Name:.

What are some of Aleda Kresge's interests?

Aleda Kresge has interest in Biking And Hiking, Her Passions Include Sailing, Alpine Skiing, Outside Of Work, Aleda Has Lived In Summit County.

What skills is Aleda Kresge known for?

Aleda Kresge has skills like Investments, Financial Planning, Asset Management, Insurance, Securities, Investment Strategies, Pensions, Strategic Financial Planning, Finance, Asset Managment, Small Business, Retirement Planning.

Who are Aleda Kresge's colleagues?

Aleda Kresge's colleagues are Manya Gupta.

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