Alexander Perry
Wealth Advisor at Cla Cliftonlarsonallen
Based in Denver, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Denver
Industry
Accounting
Company size
9.5K
Contact information
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a•••••••@claconnect.com
Phone
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Background
About Alexander Perry
Currently working with Entrepreneurs, Founders, and Families to grow, preserve, and optimize their wealth. Alpha Capital Family Office is a full-service multifamily office that works with families to accomplish their tax, estate, investment, and wealth planning goals. As a family office specialist, it is my job to help clients accomplish those objectives, whether it be to facilitate client onboarding, drive financial planning conversations, help facilitate business transactions, or do investment analysis. I am currently a Level 3 CFA candidate.
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