Our Story
Prinze Foundational Planning was established in 2022 by Alec Prinze after a successful start to his financial career with State Street Bank & Trust and Edward Jones. Driven by his passion for handling complex and unique cases, Alec was inspired to take his practice independent, improving his ability to provide top-tier, personalized service to his clients.
Our Mission
To be the most forward-thinking practice in the United States, serving our nation’s professionals with personalized and innovative financial solutions.
The Principles That Guide Us
Compassion
We are dedicated to your financial well-being and strive to create a supportive environment where you feel comfortable discussing your financial goals and concerns.
Integrity
We believe in open and honest communication and hold ourselves to the highest ethical standards. You can trust that we’ll always act in your best interests.
Knowledge
The financial landscape is constantly evolving, so we prioritize continuous learning to ensure we have the most up-to-date knowledge and strategies to guide you effectively.
Legacy
We believe in protecting what matters most to you, both now and in the future. We consider your family, values, and long-term aspirations to help you achieve your vision of a lasting legacy.
Trust
We build lasting relationships based on mutual respect and open communication. Your trust is paramount to us, and we earn it by actively listening and understanding your unique needs and goals.
Meet the Team
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Alec Prinze, AAMS®, CFP®
Founder, Prinze Foundational Planning
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Brenda Shaw
Client Relationship Manager
