Alex Petrovic Iii, Cfp® Email and Phone Number
Alex Petrovic Iii, Cfp® work email
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Alex Petrovic Iii, Cfp® personal email
Alex Petrovic Iii, Cfp® phone numbers
Alex Petrovic CFP® is a greater Kansas City area Fee Only financial planner, located in Prairie Village, KS. The Petrovic Financial Services team includes 3 Certified Financial Planner™ professionals and provides comprehensive financial planning, tax strategies, retirement planning and investment management to help clients in all financial situations. Our clients live in the Kansas City area and now, nationwide - as many make retirement and career moves. Our business philosophy centers on honesty, respect and building personal relationships. We are a fee only fiduciary firm and our mission is to help grow and protect our client’s wealth and help them gain the peace of mind that comes from having a well-executed holistic financial plan.
Petrovic Financial Services
View- Website:
- petrovicweaverfinancial.com
- Employees:
- 1
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PresidentPetrovic Financial Services Sep 2015 - PresentPraire Village, KsPetrovic Financial Services offers fee only comprehensive financial planning and investment management services. Clients receive advice on investments, retirement, tax strategies, estate planning, corporate benefits, and college planning.
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PresidentPetrovic Weaver Financial Services Apr 2015 - Mar 2019Petrovic Weaver Financial Services offers fee-only comprehensive financial planning and investment management services. Clients receive advice on investments, retirement, tax strategies, estate planning, corporate benefits, and college planning.In 2015 Sandi Weaver, CPA, CFP®, CFA, sold her firm to Alex Petrovic III, CFP®. The new combined firm is Petrovic Weaver Financial Services.Alex Petrovic Jr., CFP® merged the operations of his firm, Petrovic Financial Services, with Petrovic Weaver Financial Services.Alex Petrovic III, CFP®, is President of the new firm. Sandi Weaver and Alex Petrovic Jr, will serve as Senior Advisors.Petrovic Weaver Financial Services is an independent SEC registered investment advisory firm.
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Financial PlannerPetrovic Financial Services, Inc. / Raymond James Financial Services, Inc. Feb 2005 - Aug 2015I am a partner at Petrovic Financial Services, Inc. and a financial advisor for Raymond James Financial Services, Inc.For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section. -
Peace Corps VolunteerPeace Corps Oct 2002 - Jan 2005Yalta, Ukraine-Taught Business English, Communication Skills, and Conversational English at Crimean State Humanitarian Institute for 2 years, without textbooks.-Conceived and developed the course designs and lesson plans for Business English, Communication Skills, and Conversational English.-Composed and presented the seminar, Making Good Decisions, to over 100 institute students.-Taught two USA cultural orientations for future Ukrainian exchange students. -
Product Strategy & Development (Ps&D) Estimating SpecialistThe Boeing Company Jun 2000 - Oct 2002-Developed the Boeing Commercial Airplanes (BCA) product development business case model. The model assesses the value of launching new and derivative airplane programs via NPV, IRR, and Monte Carlo simulations.-Perform all business case analysis for Russian Regional Jet and 717 product development.-Trained and mentored two participants of the Business Career Foundation Program (BCFP) during their assignments in PS&D Estimating.-Participated on the BCA Economic Profit Calculator Team as the BCA Estimating representative. -
Financial Analyst, Boeing Career Foundation ProgramThe Boeing Company Jun 1998 - May 2000Selected for participation in the BCFP, a two-year development program, which consisted of four six-month assignments.Corporate Development: Company Offices-Researched and analyzed companies and strategic business opportunities and integrated the information into briefings for executive management.Contracts & Pricing: Phantom Works (Engineering Technology)-Managed the technical, financial and contractual execution of 29 individual contracts.-Negotiated the terms and conditions of the proposed contracts.Financial Controls: F/A-18 C/D, T-45 and AV-8B-Composed the earnings estimates and operating plans for several multi-million dollar aircraft contracts.-Established and maintained the budgets for various multi-million dollar aircraft contracts.Business Operations: F-15 Final Assembly-Analyzed cost reduction initiatives and presented the results and recommendations to executive management.
Alex Petrovic Iii, Cfp® Skills
Alex Petrovic Iii, Cfp® Education Details
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Business Administration / Finance, Minor In Economics
Frequently Asked Questions about Alex Petrovic Iii, Cfp®
What company does Alex Petrovic Iii, Cfp® work for?
Alex Petrovic Iii, Cfp® works for Petrovic Financial Services
What is Alex Petrovic Iii, Cfp®'s role at the current company?
Alex Petrovic Iii, Cfp®'s current role is President at Petrovic Financial Services.
What is Alex Petrovic Iii, Cfp®'s email address?
Alex Petrovic Iii, Cfp®'s email address is al****@****mes.com
What is Alex Petrovic Iii, Cfp®'s direct phone number?
Alex Petrovic Iii, Cfp®'s direct phone number is 181667*****
What schools did Alex Petrovic Iii, Cfp® attend?
Alex Petrovic Iii, Cfp® attended Truman State University.
What are some of Alex Petrovic Iii, Cfp®'s interests?
Alex Petrovic Iii, Cfp® has interest in Politics, Snowboarding, Music, Beer.
What skills is Alex Petrovic Iii, Cfp® known for?
Alex Petrovic Iii, Cfp® has skills like Retirement Planning, Investment Management, Financial Planners, Insurance, Small Business, Trust Services, Estate Planning, Personal Finance, Financial Analysis, Series 7, Strategic Financial Planning, Mutual Funds.
Who are Alex Petrovic Iii, Cfp®'s colleagues?
Alex Petrovic Iii, Cfp®'s colleagues are Ryan Ward, Bryson Slater, Cfp®, Ben Beikmann, Marilyn Brohm.
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