Alec Zari's Location

Los Angeles, CA, US

Alec Zari's Work

Alec Zari's Education

  • California State University, Northridge

    Bachelor's degree (Financial Planning and Services)

  • Series 65 License

    Series 65 License

  • Northern Arizona University

    Finance, General

Alec Zari's Skills

  • Holistic Financial Planning
  • Retirement Plan Consulting
  • Cash Flow Management
  • Financial Markets
  • Debt Management

Alec Zari's Summary

Alec Zari, based in Los Angeles, CA, US, is currently a Vice President, Wealth Advisor at Crestview Capital, bringing experience from previous roles at SteelPeak Wealth. Alec Zari holds a Bachelor's degree in Financial Planning and Services @ California State University, Northridge. With a robust skill set that includes Holistic Financial Planning, Retirement Plan Consulting, Cash Flow Management, Financial Markets, Debt Management and more, Alec Zari contributes valuable insights to the industry. Alec Zari has 2 emails and 1 mobile phone number on RocketReach.

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