Alexander Dorell, Cfa, Cfp®, Ricp® Email and Phone Number
Consilio (Latin) – planning, deliberate, intentionally, by design.At Consilio Wealth Advisors, planning is at the core of every decision we make with our clients. We are a sophisticated team of advisors that came together with a unified philosophy - to help people be smart with their money, to manage more than just their investments, and to track and achieve progress along the way.It’s been our experience that the more targeted focus and energy given to a specific niche, the more valuable we become. That is why we have chosen to make our primary focus in two areas – mid-late career technology professionals with Amazon, Microsoft, Google, and Facebook, and retirees/pre-retirees who are nearing a transition to financial independence.Consilio Wealth Advisors is known for delivering high-value financial planning, progressive investment strategies, and insurance services tailored to high net-worth individuals and families.Consilio Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Consilio Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.
Consilio Wealth Advisors
View- Employees:
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AdvisorConsilio Wealth Advisors Jan 2024 - Present -
Associate AdvisorConsilio Wealth Advisors Jul 2020 - Jan 2024 -
Associate Wealth Management AdvisorNorthwestern Mutual Feb 2018 - Jun 2021 -
Client Relationship SpecialistCharles Schwab Oct 2015 - Feb 2018Seattle, Wa*Develop relationships with clients and prospects while assisting with investments and providing solutions to financial concerns*Supervisorial responsibilities, including pattern-based supervision and review of correspondence -
BrokerCharles Schwab Jul 2010 - Oct 2015Indianapolis*Helping traders and investors of all levels to become more financially fit*Specialized in tax reporting and retirement accounts*Experienced in assisting clients through multiple channels including telephone, email and chat. -
Spanish Language AssistantRiley Hospital For Children Aug 2008 - Nov 2008Duties included interpreting at atrium for Hispanics with questions and giving tours to Spanish-speaking parents of outpatient section of hospital.
Alexander Dorell, Cfa, Cfp®, Ricp® Education Details
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Cfa InstituteFinance, General
Frequently Asked Questions about Alexander Dorell, Cfa, Cfp®, Ricp®
What company does Alexander Dorell, Cfa, Cfp®, Ricp® work for?
Alexander Dorell, Cfa, Cfp®, Ricp® works for Consilio Wealth Advisors
What is Alexander Dorell, Cfa, Cfp®, Ricp®'s role at the current company?
Alexander Dorell, Cfa, Cfp®, Ricp®'s current role is Advisor with Consilio Wealth Advisors.
What schools did Alexander Dorell, Cfa, Cfp®, Ricp® attend?
Alexander Dorell, Cfa, Cfp®, Ricp® attended Indiana University-Purdue University At Indianapolis, Cfa Institute, Indiana University-Purdue University At Indianapolis.
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