Alex Lippert, Cfa
AeroLeads people directory · profile

Alex Lippert, Cfa Email & Phone Number

Author; Partner at EverOak Wealth Co. at EverOak Wealth Co.
Location: Colorado Springs, Colorado, United States 4 work roles 2 schools
1 work email found @steadfastwealthco.com 1 phone found area 719 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email a****@steadfastwealthco.com
Direct phone (719) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EverOak Wealth Co.
Role
Author; Partner at EverOak Wealth Co.
Location
Colorado Springs, Colorado, United States

Who is Alex Lippert, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Alex Lippert, Cfa is listed as Author; Partner at EverOak Wealth Co. at EverOak Wealth Co., based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at steadfastwealthco.com, phone signal with area code 719, and a matched LinkedIn profile for Alex Lippert, Cfa.

Alex Lippert, Cfa previously worked as Partner at Everoak Wealth Co. and Board Member at Rocky Mountain Field Institute (Rmfi). Alex Lippert, Cfa holds Double Major: International Business (Finance Concentration); Mandarin Chinese from University Of Puget Sound.

Company email context

Email format at EverOak Wealth Co.

This section adds company-level context without repeating Alex Lippert, Cfa's masked contact details.

{first}@steadfastwealthco.com
86% confidence

AeroLeads found 1 current-domain work email signal for Alex Lippert, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Alex Lippert, Cfa

"Advancing your financial health so you can boldly pursue your purpose."It’s our mission to drive financial outcomes in your life, not just investment returns, so that you can put all of your energy towards something greater than money.

Current workplace

Alex Lippert, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

EverOak Wealth Co.
Everoak Wealth Co.
Author; Partner at EverOak Wealth Co.
AeroLeads page
Company profile
View company profile Email format
4 roles · 17 years

Alex Lippert, Cfa work experience

A career timeline built from the work history available for this profile.

Partner

Current
Everoak Wealth Co.

Customized Financial Planning & Investment ManagementEndowments, Foundations, & Corporate Asset ManagementRetirement Plan ConsultingBusiness Exit PlanningTax Strategy & PlanningRegistered representative and investment advisor representative of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. EverOak Wealth Co. is independently owned and operated. 7222 Commerce Center Dr. Suite 108 Colorado Springs CO 80919

Jul 2020 - Present
2 education records

Alex Lippert, Cfa education

FAQ

Frequently asked questions about Alex Lippert, Cfa

Quick answers generated from the profile data available on this page.

What company does Alex Lippert, Cfa work for?

Alex Lippert, Cfa works for EverOak Wealth Co..

What is Alex Lippert, Cfa's role at EverOak Wealth Co.?

Alex Lippert, Cfa is listed as Author; Partner at EverOak Wealth Co. at EverOak Wealth Co..

What is Alex Lippert, Cfa's email address?

AeroLeads has found 1 work email signal at @steadfastwealthco.com for Alex Lippert, Cfa at EverOak Wealth Co..

What is Alex Lippert, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 719 for Alex Lippert, Cfa at EverOak Wealth Co..

Where is Alex Lippert, Cfa based?

Alex Lippert, Cfa is based in Colorado Springs, Colorado, United States while working with EverOak Wealth Co..

What companies has Alex Lippert, Cfa worked for?

Alex Lippert, Cfa has worked for Everoak Wealth Co., Rocky Mountain Field Institute (Rmfi), and Strategic Financial Partners.

How can I contact Alex Lippert, Cfa?

You can use AeroLeads to view verified contact signals for Alex Lippert, Cfa at EverOak Wealth Co., including work email, phone, and LinkedIn data when available.

What schools did Alex Lippert, Cfa attend?

Alex Lippert, Cfa holds Double Major: International Business (Finance Concentration); Mandarin Chinese from University Of Puget Sound.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.