Alec Adelman, CRPC, CFP

Alec Adelman is a Financial Advisor with Wells Fargo Advisors, bringing over five years of industry experience and a passion for helping clients achieve financial success. A graduate of the University of St. Thomas with a degree in finance and data analytics, Alec holds various industry-related designations that reflect his commitment to professional excellence. His background includes advisory work at Ameriprise Financial, where he honed his skills in strategic planning and client engagement. Known for his empathetic approach and flexible recommendations, Alec views financial advising as a dynamic process tailored to each client's evolving goals. He specializes in complex financial strategies including investment planning, creating optimal savings strategies, estate planning strategies, and helping clients clearly define and achieve their goals. Alec's clients benefit from a comprehensive experience that adapts as life circumstances change and helps ensure their wealth plans remain aligned with their aspirations. Outside the office, Alec enjoys downhill skiing, swimming, biking, yoga, and weightlifting. He's an avid chess player and loves attending movies, concerts, and sporting events. Most of all, Alec values spending quality time with friends and family, bringing the same dedication and joy to his personal life that he offers to his clients.