About My Practice
At Pacific Crest Financial Advisors, LLC we focus on working with individuals and families and not corporations. We strive to develop an understanding of the history and current financial and personal situations of each of our clients prior to looking ahead. We believe you cannot possibly develop a picture of the future until the financial planner has a solid understanding of the present. We also take the time to know our clients well because our practice is based around a philosophy that money is not the definitive goal of our effort but rather helping our clients live life fully is the ultimate goal of our work. Money is a tool to facilitate reaching that ultimate goal.
We strive to have our clients develop a solid overview of their financial situation and where their current income and expense patterns will likely take them. We strategize on reaching the client’s priorities while maintaining their financial self-sufficiency. Sometimes our work proves to the client they can afford to take that extra trip with the extended family and other times we have discouraged the client from purchasing a high-end recreational vehicle.
We are available for a no cost introductory financial planning appointment to explore if
our services match up with your needs. We have offices in Everett and Seattle.
Alec has been in the financial services industry for the past 26 years. He has been a Certified Financial PlannerTM for 18 years and has seventeen years of experience working as a fee-only financial planner. Prior to that time, he was a commercial lending officer with Rainier Bank/Security Pacific Bank and a registered representative with SunAmerica Securities. Alec graduated with a Bachelors of Science degree from Cal Poly in San Luis Obispo, California in 1984. Alec thrives on working with individuals and believes all long-term business is based on personal relationships and professional competency.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: We have a minimum fee of $500 but do not have minimums for either income or client assets.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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