AeroLeads people directory · profile
Ally Ecklund, Cpa, Cpwa®, Cfp® Email & Phone Number
Founder and Financial Advisor
at
Zestiny Wealth
1 work email found
@buckinghamadvisor.com
2 phones found area 817
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Founder and Financial Advisor
Location
Denver, Colorado, United States
Company size
Who is Ally Ecklund, Cpa, Cpwa®, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ally Ecklund, Cpa, Cpwa®, Cfp® is listed as Founder and Financial Advisor at Zestiny Wealth, a company with 1 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at buckinghamadvisor.com, phone signal with area code 817, and a matched LinkedIn profile for Ally Ecklund, Cpa, Cpwa®, Cfp®.
Ally Ecklund, Cpa, Cpwa®, Cfp® previously worked as Client Advisor at Schoolcraft Capital and Vice President | Financial Advisor at Captrust. Ally Ecklund, Cpa, Cpwa®, Cfp® holds Certificate In Financial Planning from Boston University.
Company email context
Email format at Zestiny Wealth
This section adds company-level context without repeating Ally Ecklund, Cpa, Cpwa®, Cfp®'s masked contact details.
*@buckinghamadvisor.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ally Ecklund, Cpa, Cpwa®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ally Ecklund, Cpa, Cpwa®, Cfp®
Ally Ecklund, Cpa, Cpwa®, Cfp® is a Founder and Financial Advisor at Zestiny Wealth.
Current workplace
Ally Ecklund, Cpa, Cpwa®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Zestiny Wealth
9 roles
Ally Ecklund, Cpa, Cpwa®, Cfp® work experience
A career timeline built from the work history available for this profile.
Client Advisor
Sep 2023 - Dec 2024
Vice President | Financial Advisor
Feb 2023 - Sep 2023
Wealth Advisor
*Oversee and manage preparation and analysis of advice to over 170+ individuals and families on all aspects of personal financial planning including investments, estate and trust planning, tax planning, debt management and insurance within a holistic goals-based framework*Frequent communication with clients in client meetings, telephone conversations and.
Jun 2017 - Jan 2023
Senior Analyst, Client Advisory Team
*Oversee and manage preparation and analysis of advice to wealthy families on all aspects of personal financial planning including investments, estate and trust planning, tax planning, debt management and insurance *Assess transactions and provide logical, creative options for clients through quantitative and qualitative analysis*Frequent communication.
Jan 2014 - May 2017
Senior Tax Associate, Tax Associate
*Reviewed various types of tax returns including partnerships, corporations, trusts, gift tax, state required filings, and individuals with a strong focus on high-wealth individuals and compliance issues for large family office*Supervised and directed staff on projects including participation in mentoring program*Assisted in special projects including.
Dec 2012 - Nov 2013
Tax Accountant
Traviswolff (Now Armanino)
*Prepared various types of tax returns including partnerships, corporations, trusts, gift tax, state required filings, and individuals with a focus on high-wealth individuals*Calculated federal and state extension and estimated tax payments as needed*Prepared projections based on client needs including year end analysis*Researched various federal and state.
Jan 2010 - Dec 2012
Shared Services Intern
*Observed internal processes of Accounts Receivable and Accounts Payable departments *Responsible for over $50,000 of Collections of Invoices Aged 120+ days *Investigated and processed aged invoices for payment
May 2009 - Aug 2009
Associate Intern
*Prepared multiple types of tax returns as well as conducted audit of cash accounts*Gained extensive knowledge of filing and technical processes including accounting software programs and procedures
Jan 2009 - May 2009
4 education records
Ally Ecklund, Cpa, Cpwa®, Cfp® education
Certificate In Financial Planning
Boston University
Master Of Science (Ms), Accounting Information Management
The University Of Texas At Dallas
Bachelor Of Arts (Ba), Sociology
Southern Methodist University
Bachelor Of Business Administration (Bba), Accounting
Smu Cox School Of Business
FAQ
Frequently asked questions about Ally Ecklund, Cpa, Cpwa®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ally Ecklund, Cpa, Cpwa®, Cfp® work for?
Ally Ecklund, Cpa, Cpwa®, Cfp® works for Zestiny Wealth.
What is Ally Ecklund, Cpa, Cpwa®, Cfp®'s role at Zestiny Wealth?
Ally Ecklund, Cpa, Cpwa®, Cfp® is listed as Founder and Financial Advisor at Zestiny Wealth.
What is Ally Ecklund, Cpa, Cpwa®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @buckinghamadvisor.com for Ally Ecklund, Cpa, Cpwa®, Cfp® at Zestiny Wealth.
What is Ally Ecklund, Cpa, Cpwa®, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 817 for Ally Ecklund, Cpa, Cpwa®, Cfp® at Zestiny Wealth.
Where is Ally Ecklund, Cpa, Cpwa®, Cfp® based?
Ally Ecklund, Cpa, Cpwa®, Cfp® is based in Denver, Colorado, United States while working with Zestiny Wealth.
What companies has Ally Ecklund, Cpa, Cpwa®, Cfp® worked for?
Ally Ecklund, Cpa, Cpwa®, Cfp® has worked for Zestiny Wealth, Schoolcraft Capital, Captrust, Buckingham Strategic Wealth, and Tolleson Wealth Management.
How can I contact Ally Ecklund, Cpa, Cpwa®, Cfp®?
You can use AeroLeads to view verified contact signals for Ally Ecklund, Cpa, Cpwa®, Cfp® at Zestiny Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ally Ecklund, Cpa, Cpwa®, Cfp® attend?
Ally Ecklund, Cpa, Cpwa®, Cfp® holds Certificate In Financial Planning from Boston University.
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