Alec Petty

Permanently closed

Advertisement

Photos

San Francisco, CA 94104

History

I developed an interest in investment at a young age, when I was in high school I began following the stock market. However, it wasn't until I reached college that I realized how much good I could do in the world by helping others build an understanding of the complex financial world we live in. From the outset, my fundamental goal is to help others by either cultivating understanding or reducing stress.

Specialties

Financial Planning, Investment Management, Personal Budgeting and Analysis, Estate Planning, Concentrated Stock Planning, Alternative Investments, Structured Products

Own this business?
See a problem?

You might also like

DeMar Consulting Group
Auditing services

DeMar Consulting Group

3
"Had a great introduction meeting with DeMar Financial Consulting today. I had financial and tax questions around new developments in my life and received more answers than I had hoped. Great..."
BayArea Financial Coach

BayArea Financial Coach

1
"The services provided by Anthony were on point and valuable. He was very patient and very knowledgeable and was able to provide the help I needed to sort my financial situation by giving me a plan..."
ImaginativePRO

ImaginativePRO

ImaginativePRO is a San Francisco-based management consulting firm dedicated to helping companies overcome obstacles that hinder performance and success. By offering tailored strategies, insights, and actionable plans, they assist leaders and management teams in fostering cohesive units and driving cultural change to enhance productivity and financial outcomes. With extensive experience across various industries, ImaginativePRO provides services that span digital marketing, business transformation, and strategic decision-making. Their objective approach and innovative toolkit equip clients to optimize their operations and achieve long-term success. Generated from the website
United States›California›San Francisco›Alec Petty

Advertisement