Alex Lippert, Cfa

Alex Lippert, Cfa Email and Phone Number

Author; Partner at EverOak Wealth Co. @ EverOak Wealth Co.
Alex Lippert, Cfa's Location
Colorado Springs, Colorado, United States, United States
Alex Lippert, Cfa's Contact Details

Alex Lippert, Cfa work email

Alex Lippert, Cfa personal email

n/a

Alex Lippert, Cfa phone numbers

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.

Alex Lippert, Cfa's Current Company Details
EverOak Wealth Co.

Everoak Wealth Co.

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Author; Partner at EverOak Wealth Co.
Alex Lippert, Cfa Work Experience Details
  • Everoak Wealth Co.
    Partner
    Everoak Wealth Co. Jul 2020 - Present
    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
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  • Rocky Mountain Field Institute (Rmfi)
    Board Member
    Rocky Mountain Field Institute (Rmfi) Feb 2021 - Present
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  • Strategic Financial Partners
    Vice President - Wealth Management
    Strategic Financial Partners 2015 - Jul 2020
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  • Strategic Financial Partners
    Wealth Management Advisor
    Strategic Financial Partners 2010 - 2015
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Alex Lippert, Cfa Education Details

Frequently Asked Questions about Alex Lippert, Cfa

What company does Alex Lippert, Cfa work for?

Alex Lippert, Cfa works for Everoak Wealth Co.

What is Alex Lippert, Cfa's role at the current company?

Alex Lippert, Cfa's current role is Author; Partner at EverOak Wealth Co..

What is Alex Lippert, Cfa's email address?

Alex Lippert, Cfa's email address is alippert@sfp.us

What is Alex Lippert, Cfa's direct phone number?

Alex Lippert, Cfa's direct phone number is +171938*****

What schools did Alex Lippert, Cfa attend?

Alex Lippert, Cfa attended University Of Puget Sound, East China Normal University.

What are some of Alex Lippert, Cfa's interests?

Alex Lippert, Cfa has interest in Revolutionary War, Fly Fishing, Home Brewing, Languages, Entrepreneurship, Cooking, Micro Finance, Green Thumb Weekends, Beekeeping, Wwii Eras.

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