Vincent Alessi, Financial Advisor located in Carlsbad, CA

Financial Advisor
Vincent T Alessi

CEPA®, AAMS®, CRPC™
5962 La Place Ct #160, Carlsbad, CA 92008opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Physicians
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Surfing
  • Traveling
  • Real Estate
  • Health & Nutrition

Team Members

  • Debra Herrera
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(760) 729-8300

Fax

(877) 479-6151

Office Address

5962 La Place Ct #160
Carlsbad, CA 92008opens in a new window

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