Alec is the Co-Founder of W Financial Advisor and is currently Series 7 and 66 Registered with his Life, Accident, and Health insurance licenses.
Alec holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED IN SOCIAL SECURITY CLAIMING STRATEGIES CSSCS® designations.
As a registered financial advisor, Alec strives to:
- Provide the highest possible level of service to his clients.
- His goal is to create a lasting relationship with everyone he works with, ultimately allowing their financial plan to reflect the ongoing changes in their lives.
- Treat each client as an individual, and create a customized plan that meets their specific goals and objectives.
Affiliations/Awards:
- 2025, 2024, 2023, 2022, and 2021 Philadelphia Five Star Wealth Manager Award Winner*
- Villanova Alumni Club
- JCC Maccabi Games: Volunteer Coach: 2011 - Present
- Lower Merion Soccer Club
Education:
Alec received his Bachelor of Science degree in Finance from Villanova University's School of Business.
While at Villanova University, Alec was a member of the:
- Varsity Men's Soccer Team
- Villanova School of Business Dean’s List
* This award was issued by Five Star Professional (FSP) for the time period 2021, 2022, 2023, 2024, and 2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.