Alec J. Weiss CRPC

Alec J. Weiss CRPC

Financial Advisor

About Alec Weiss:

Voya Financial Advisors:

Alec is currently FINRA Series 7 and 66 Registered and has his Life, Accident, and Health insurance licenses. 

As a licensed financial advisor, Alec strives to:

  • Provide the highest possible level of service to his clients.
  • His goal is to create a lasting relationship with everyone he works with, ultimately allowing their financial plan to reflect the ongoing changes that occur in their lives.
  • Treat each client as an individual, and create a customized plan that meets their specific goals and objectives.

Alec has his CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® designation.

  • "The CRPC program is developed with a focus on client-centered problem-solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more." -Investopedia.com  

Education:

Alec received his Bachelors of Science degree in Finance from Villanova University's School of Business.

  • While at Villanova University, Alec was a member of:
    • The Varsity Men's Soccer Team
    • The Villanova School of Business Dean’s List

Affiliations:

  • Villanova Alumni Club

  • JCC Maccabi Games: Volunteer Coach: 2011 - Present

  • Lower Merion Soccer Club

     

Phone (610) 304-1318
Fax (267) 238-3801