Alina is a Wealth Advisor with over 13 years of experience in financial planning and wealth management. She obtained her Series 7 and 63 with Raymond James Financial Services. In 2013, she joined a larger RIA firm where she served as Director of Financial Planning for five years. Alina moved to Northern California in 2018 and joined Adero in 2019. Alina graduated from Virginia Tech in Blacksburg, VA in 2009. She is a Certified Financial Planner professional and National Social Security Advisor.
Alina Lee
Wealth Advisor
Adero Partners
United States, California, San Francisco
About Me
Profile Information
Wealth Advisor
Adero Partners
Investment Team
Investor
Multi-Family Office
San Francisco
California
United States
Sep 9, 2024
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