Chad Alevras, Crpc® work email
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Chad Alevras, Crpc® personal email
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-Comprehensive and objective fee based Financial Planning-Specialties: Employer Sponsored Retirement Plans, Wealth accumulation, Wealth preservation, Wealth distribution strategies/ retirement income, Asset management programs, Retirement modeling, Risk Management, Estate planning. This involves the following process:1) Establishing your values and objectives and then agreeing on a clear understanding of your financial goals.2) Audit of your current and future situation.3) Creating a well defined roadmap of achieving your goals4) Coordination and implementation5) Ongoing advice to help adjust your roadmap when your needs change2014-2023 10 Time recipient of Five Star Wealth Advisor in the Denver business Journal and 5280 Magazine.
Gregory & Associates | Cetera Investors
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Financial Planning AdvisorGregory & Associates | Cetera Investors Jun 2024 - PresentGreenwood Village, Colorado, United StatesPresident/ CEO of Gregory and Associates, a preeminent fee-based financial planning firm with prodigious experience in wealth management, retirement plans, business continuity and wealth transfer strategies. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust.Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.Cetera Investors is a marketing name of Cetera Investment Services, located at 400 First St. South, Suite 300, St. Cloud, MN 56301. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Financial Planning AdvisorGregory & Associates | Lincoln Financial Advisors | Sagemark Consulting Sep 2009 - Jul 2024Greater Denver AreaPresident/ CEO of an independent financial planning practice backed by the intellectual capital of Lincoln Financial Advisors/ Sagemark Consulting. What you will find here is a team of trained professionals dedicated to offer you strategic and independent financial advice to help leave a legacy for your family or establish a plan to help reach your goals.Chad M. Alevras is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Gregory & Associates is not an affiliate of Lincoln Financial Advisors.Chad M. Alevras is securities registered in CO, CA, GA, IL, IN, MN, NC, NM, NY, OR, SD, TX and WY.CRN-4161481-011222
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Financial Services Representative/ Comprehensive Financial PlannerMetlife Financial Services/ Strategic Financial Partners Sep 2004 - Sep 2009Greater Denver Area
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Financial AdvisorMorgan Stanley Dec 2003 - Aug 2004Greater Denver Area -
Professional BaseballBoston Red Sox Jul 1997 - Oct 1999
Chad Alevras, Crpc® Skills
Chad Alevras, Crpc® Education Details
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Yavapai College, AzLiberal Arts
Frequently Asked Questions about Chad Alevras, Crpc®
What company does Chad Alevras, Crpc® work for?
Chad Alevras, Crpc® works for Gregory & Associates | Cetera Investors
What is Chad Alevras, Crpc®'s role at the current company?
Chad Alevras, Crpc®'s current role is Making a meaningful impact on lives through selfless service..
What is Chad Alevras, Crpc®'s email address?
Chad Alevras, Crpc®'s email address is ch****@****lfg.com
What is Chad Alevras, Crpc®'s direct phone number?
Chad Alevras, Crpc®'s direct phone number is +130379*****
What schools did Chad Alevras, Crpc® attend?
Chad Alevras, Crpc® attended The University Of New Mexico, Yavapai College, Az.
What are some of Chad Alevras, Crpc®'s interests?
Chad Alevras, Crpc® has interest in Family, Skiing, Tennis, Dog, Family And Dog.
What skills is Chad Alevras, Crpc® known for?
Chad Alevras, Crpc® has skills like Losap, Employer Sponsored Retirement Plans, Retirement Planning, Wealth Distribution Strategies, Wealth Accumulation, Wealth Preservation, Asset Management, Comprehensive Financial Planning, Risk Management, Estate Planning.
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