Alec Abbot is a partner with Baker Tilly US and a principal with Baker Tilly Financial and Baker Tilly Capital. As a wealth management leader, Alec provides confidential income and asset preservation for physicians, business executives, entertainment personalities, professional athletes, corporations and not-for-profit organizations. Throughout his career, he has offered comprehensive financial and insurance analysis and implementation to help our clients fulfill their objectives. Alec has been with Baker Tilly since 1999.
- Provides financial evaluation and planning to help enable individual and corporate clients to achieve and maintain their income, asset, retirement, and estate distribution objectives
- Coordinates with other professional advisors to design plans and achieve results
- Builds working relationships with attorneys, accountants, agents, bankers, business managers, money managers, and trust officers to provide appropriate services and products for each client’s needs
- FINRA Series 6, 7, 22, 24, 63, and 66 license holder
- Life and Disability Insurance License #0745524
- Financial Planning Association
- National Association of Life Underwriters
Location
California
Education
Bachelor of Science
Massachusetts College of Pharmacy (Boston, Massachusetts)
College for Financial Planning (Denver, Colorado)
University of Vermont (Burlington, Vermont)