Alexander Amundson

Financial Advisor

Clovis, CA

Skills Retirement Withdrawal Strategy, Charitable Planning Strategy, Trust Planning, Self-Employed Wealth Management, Insurance Planning, Tax Efficient Portfolio Management, Investment Committee Research, Workflow Building in CRM’s, Model Management & Trading, Junior Advisor Mentoring, Sales Tracking & Management

About Lead wealth advisor specializing in financial planning. High levels of competence in tax planning, estate planning and managing investments in a tax efficient manner. I love managing junior staff and mentoring them to grow in their careers & knowledge. Much of my experience is comprised of comprehensive financial planning for high-net-worth families with a heavy focus on tax mitigation and efficiency.