We should start this with the fact that money worth managing is new to us. Pre-pandemic we were paycheck to paycheck types running a small business on the side of our main gigs. The age old adage of luck being when opportunity meeting preparation rang true for us and we quickly began growing our finances in mid 2020. We knew we needed to acquire someone to help us manage our finances and help us start planning, but it was an intimidating task and we didn’t know who was a good fit for us as we didn’t know anyone else in our position; even worse we didn’t know who we could trust.
Enter Alec Prinze in a very serendipitous fashion. Alec introduced himself at a member’s dinner at our local winery. His warm energy and bright smile was disarming, but not as much as his genuine interest in who we were. Luckily that night we had a sample of one of our fragrances and we gifted our new acquaintance a sample. By the end of dinner Alec had his entire table raving about our scent; we exchanged information and our professional relationship began with Alec shortly after.
Alec is professional to his core and to the point, but not without heart and soul. He works hard to understand and assess our comfort level with risk, our short and long term goals, and works to provide us with a sense of partnership and direction. We have never once felt rushed or persuaded to do anything we were not comfortable with, and Alec always takes his time to thoroughly explain anything we’ve had questions about. Most important of all Alec has proven to be someone we can trust. There is an emotional component to financial planning that Alec navigates you through with care and understanding. Not only is getting in contact with him always very easy, he is a supportive friend who has shown up to our events with his family in tow, has utilized his network to help us when we were in a bind, and has shown how much he sees us with thoughtful gestures.
We are confident in our choice to have Alec Prinze as our Financial Advisor and would recommend him to our own friends and family.
The statement is a testimonial from a current client of the advisor as of 04/17/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
