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Alondra Garcia is an investment advisor representative at Ellevest. Alondra has been in the industry since March 2015 and has held various positions in the financial industry. Alondra is registered with the state of Florida, New York, Texas, and Virginia. Alondra's areas of specialization include retirement planning, college savings, and financial planning for women. Ellevest is a digital investment platform that provides financial advice and investment management services to women. The firm provides a variety of services, including financial planning, portfolio management, and education. Alondra is a Chartered Financial Analyst and is committed to providing her clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Financial planning workshops; 1:1 consulting
1
2
NY
09/23/2022 - Present
Ellevest (NEW YORK NY)
Active
Inactive
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