Alec Prinze established Prinze Foundational Planning in September 2022, strategically aligning with Raymond James for its comprehensive suite of products and services. This affiliation allows us the flexibility to objectively serve our clients’ best interests. Prior to this venture, Alec held the role of financial advisor at Edward Jones and worked as a derivatives operations specialist at State Street Bank & Trust. His diverse background also includes service in the United States Marine Corps, where he served as a corporal and field artillery cannoneer.
Alec specializes in providing comprehensive wealth management to high-net-worth families, tech industry executives, and recipients of sudden wealth. Limiting his practice to select clients allows him to focus on sophisticated strategies and dedicated time investment. His patience and empathy foster strong professional relationships, and clients value his responsiveness and willingness to go the extra mile. Alec is dedicated to maximizing cash flow, mitigating risk and tax exposure, designing and reviewing client portfolios, and optimizing intergenerational wealth transfers. As a CERTIFIED FINANCIAL PLANNER™, Alec emphasizes tax efficiency in portfolio construction and collaborates with clients on charitable giving strategies to preserve wealth.
Education and Credentials
- Bachelor of Science degree in international business from California State University, Sacramento
- Series 7 and 66 licenses
- Life and health insurance license
Personal Life and Hobbies
- Resides in the Greater Sacramento area with his wife, their children, their dog, Zeus, and their cat, Gus
- Enthusiast of wine, culinary arts, and Lego building and collecting
- Enjoys creating projects with his family and exploring movie and video game development processes
- Loves peaceful times on the water and family trips to various locations depending on the season
