Alice Tweit
Paraplanner at West Invest, Llc
Based in Bellingham, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Bellingham
Industry
Financial Services
Company size
14
Contact information
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a•••••••@west-invest.com
Phone
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Background
About Alice Tweit
Putting to use my love for puzzles and knack for numbers, I create custom financial plans as a Paraplanner at West Invest. I bring to my role five years of experience as a financial advisor, where I learned I have a specific interest in the planning aspect of financial advising. I love to create and present custom financial plans for clients to help work toward their financial goals. I graduated from Western Washington University in 2018 with a double major in math and economics. Diving straight into a career of financial advising, I obtained my designation as a Chartered Retirement Planning Counselor (CRPC) and am working to become a Certified Financial Planner (CFP). When I’m not working, I enjoy travelling, cooking, wildlife photography, reading, and spending time with my dogs. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Northwest Wealth Advisors, LLC DBA West Invest, a registered investment advisor. Northwest Wealth Advisors, LLC and West Invest are separate entities from LPL Financial.
Decision-makers
Other people at West Invest, Llc
- ATStaff
Alice Tweit
Paraplanner · Finance & Accounting
- AVStaff
Adam Visser
Paraplanner · Finance & Accounting
- EBDirector
Emily Beszhak
Director of Client Communication · General Business & Management
- AWStaff
Audrey West
Client Service Associate · Customer/Client Service
- ESStaff
Emily Schultz
Registered Administrative Associate · Operations
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