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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alina? Claim Your ProfileAlina Leon is a financial advisor at Crestwood Advisors in Boston, MA. Alina has been in the industry since July 2021. Alina specializes in providing financial planning, portfolio management, and educational seminars. Alina holds the CERTIFIED FINANCIAL PLANNER™ designation and is registered as an Investment Advisor Representative with the state of Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office consulting, credit and cash management solutions, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
03/27/2023 - Present
Crestwood Advisors (BOSTON MA)
Active
Inactive
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