Alec Abbott

Alec Abbott

Partner · +1 (949) 222 2999
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Alec Abbot is a partner with Baker Tilly and a principal with Baker Tilly Financial. 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.

FINRA Broker Check

  • 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)