Alice Chfc
Financial Advisor at BPG Wealth Management LLC | Clackamas, Oregon, United States
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As a Partner and Vice President at BPG Wealth Management LLC, Alice Chfc is dedicated to empowering women to take charge of their financial futures. With a keen understanding of the unique challenges women face in managing their finances—often due to life-altering events such as divorce or the loss of a spouse—Alice has made it her mission to instill financial confidence in her clients. She believes that financial literacy and empowerment are essential for women to navigate their financial landscapes effectively.
Alice specializes in tax-advantaged wealth building and distribution strategies, ensuring that her clients maximize their financial potential while minimizing tax liabilities. Her expertise extends to employee compensation benefits, where she collaborates with businesses to develop comprehensive plans that attract, retain, and reward key employees. This not only enhances employee satisfaction but also strengthens the overall financial health of the organization.
In addition to her work with businesses, Alice is passionate about individual retirement planning. She employs innovative investment strategies and asset allocation techniques to help clients prepare for a secure and fulfilling retirement. Her skills in succession planning further enable her to guide business owners through critical exit strategies, ensuring a smooth transition while safeguarding their legacy.
Alice’s holistic approach to personal finance, combined with her commitment to fostering financial independence among women, positions her as a trusted advisor in the wealth management industry. Her dedication to building financial confidence is not just a professional endeavor; it is a personal mission that resonates deeply with her clients, inspiring them to take control of their financial destinies.
Financial Advisor at BPG Wealth Management LLC in December 2006 to Present
Financial Advisor at John Hancock Financial Services in November 2000 to December 2006
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Investment Strategies
Retirement Planning
Asset Allocation
Personal Finance
Succession Planning
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What is Alice Chfc email address?
Email Alice Chfc at [email protected]. This email is the most updated Alice Chfc email found in 2026.
What is Alice Chfc phone number?
Alice Chfc phone number is +15038609043 and +15036547712.
How to contact Alice Chfc?
To contact Alice Chfc send an email to [email protected]. If you want to call Alice Chfc try calling on +15038609043 and +15036547712. (updated on November 04, 2024)
What company does Alice Chfc work for?
Alice Chfc works for BPG Wealth Management LLC
What is Alice Chfc's role at BPG Wealth Management LLC?
Alice Chfc is Financial Advisor
What industry does Alice Chfc work in?
Alice Chfc works in the Financial Services industry.
Alice Chfc Email Addresses
Alice Chfc Phone Numbers
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