Alexander Peets

Alexander Peets Email and Phone Number

Financial Advisor at StepWise Financial Inc. @ StepWise Financial Inc.
Alexander Peets's Location
Richmond, Virginia, United States, United States
Alexander Peets's Contact Details

Alexander Peets work email

Alexander Peets personal email

n/a
About Alexander Peets

Alex’s talent to recognize trends and adapt to shifts in the market has been the foundation of his career. A career gaining experience and education in financial planning, business management, and leadership development. It’s this experience through various business ventures that have shaped his approach to financial advisement, budgeting, and wealth accumulation. This knowledge along with his commitment to understanding every client’s needs ensures a unique experience for both clients and businesses looking to plan for their future.Outside of his career as a financial advisor, Alex has owned multiple businesses as both a sole proprietor and corporate executive. He also has served in the military and took part in Afghanistan's “Operation Enduring Freedom” and in Iraq's “Operation Iraqi Freedom.” As a father of three children, Alex understands the importance of planning for the future and protecting what matters most.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners is a separate entity from StepWise Financial Inc which does not offer legal or tax advice. Check the background of this firm on FINRA's BrokerCheck. - See more at: http://brokercheck.finra.orgwww.finra.org

Alexander Peets's Current Company Details
StepWise Financial Inc.

Stepwise Financial Inc.

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Financial Advisor at StepWise Financial Inc.
Alexander Peets Work Experience Details
  • Stepwise Financial Inc.
    Financial Advisor
    Stepwise Financial Inc. Jun 2012 - Present
    2706 Enterprise Pkwy, Ste A, Richmond, Va 23294
    As a dedicated Financial Adviser based in Richmond, VA, my primary commitment is to guide individuals and families towards financial stability and growth. Together with a team of seasoned advisers, we draw on a collective experience of over 60 years in the dynamic and complex world of personal finance. Whether it's crafting a custom investment strategy or tailoring a life insurance policy that ensures the financial security of your loved ones, our diverse expertise allows us to effectively navigate your unique financial landscape.We also provide robust coverage options such as short and long-term disability insurance, designed to protect your income during unforeseen circumstances. Our thoughtful long-term care insurance packages are curated to provide peace of mind as you navigate your later years. A cornerstone of our service is the implementation of strategic wealth-building techniques. Leveraging our deep knowledge of financial markets and personal finance, we formulate efficient plans for the accumulation and preservation of your wealth. Our primary objective is to create a financial roadmap that aligns seamlessly with your unique goals, fostering a sense of security and prosperity both now and in the future.
  • Caci International Inc
    Simulation & Battle Command System Analyst
    Caci International Inc Apr 2013 - Jul 2015
    Arlington Heights, Il
    Prepared and instructed classes for Reserved Army personnel for mission readiness. Responsible for preparation of all instructor materials (course outline, background material, and training aids) and all student materials (course manuals, workbooks, handouts, completion certificates, and course critique forms). - Develop and lead computer-based instruction (formal and informal) to military personnel on the proper operation and use of various simulations- Lead team project to develop a Simulation of Excellence. - Developed computer-based training objectives and methodologies.- Presented training programs and validate and evaluate effectiveness of personnel’s training to groups.
  • General Dynamics Information Technology
    Simulation Analyst
    General Dynamics Information Technology Mar 2012 - Mar 2013
    Arlington Heights, Illinois, United States
    Instructed classes for Reserved Army personnel for mission readiness through a virtual tactical and wartime scenarios. Responsible for preparation of all instructor materials (course outline, background material, and training aids) and all student materials (course manuals, workbooks, handouts, completion certificates, and course critique forms).- Develop and lead computer-based instruction (formal and informal) to military personnel on the proper operation and use of various tactical simulations- Developed computer-based training objectives and methodologies.- Presented training programs and validate and evaluate the effectiveness of personnel’s training to groups.
  • Us Army
    Helicopter Crew Chief
    Us Army Oct 2000 - Dec 2006
    Identified and resolved intricate mechanical system issues to ensure proper maintenance and function of CH-47 (Chinook) Helicopter. - Contributed to Battalion level training exercises by assisting in the execution of training events.- Planned, managed and executed realistic training for unit level exercises.- Contributed to the successful execution of pre, post and operative deployment training phases of the ARFORGEN cycle.- Trained Soldiers by employing training materials, training support packages (TSP) and other Army resources to create a highly skilled unit. - Utilized Army tracking systems to maintain visibility on assets, resupply and historical data.- Responsible for inventory of worth approximately $500,000 to $1 million.- Supervised and evaluated a team to maintain helicopter repairs and managed their professional growth. - Selected for a special unit required to recover downed aircrafts, Downed Aircraft Recovery Team, in hostile territory.

Alexander Peets Skills

Finance Investments Life Insurance Insurance Retirement Planning Training Management Financial Services Wealth Management Financial Analysis Strategic Financial Planning Securities Financial Planning Mutual Funds Retirement Disability Insurance Long Term Care Insurance Small Business Estate Planning Asset Management Investment Strategies Asset Allocation Long Term Care Equities Iras Leadership Customer Service Team Building Strategic Planning Sales

Alexander Peets Education Details

Frequently Asked Questions about Alexander Peets

What company does Alexander Peets work for?

Alexander Peets works for Stepwise Financial Inc.

What is Alexander Peets's role at the current company?

Alexander Peets's current role is Financial Advisor at StepWise Financial Inc..

What is Alexander Peets's email address?

Alexander Peets's email address is ap****@****aci.com

What schools did Alexander Peets attend?

Alexander Peets attended Methodist University.

What are some of Alexander Peets's interests?

Alexander Peets has interest in Children, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Alexander Peets known for?

Alexander Peets has skills like Finance, Investments, Life Insurance, Insurance, Retirement Planning, Training, Management, Financial Services, Wealth Management, Financial Analysis, Strategic Financial Planning, Securities.

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