Broker Check
Alec Price C(k)P®, CPFA® & CRC®

Alec Price C(k)P®, CPFA® & CRC®

Founding Partner, Wealth Manager

Alec Price has been serving the financial needs of professionals, business owners and their families for more than 33 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

As your financial advisor, Alec takes a comprehensive approach to address your financial needs. After getting to know you and fully understanding your investment objectives and your tolerance for risk, Alec works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Originally from Philadelphia, Alec graduated from Drexel University with a B.S. in accounting. He earned the professional designation of Certified Retirement Counselor® from the International Foundation for Retirement Education. Prior to joining Concurrent Investment Advisors in 2023, Alec worked for Merrill Lynch for 14 years. Away from the office, Alec enjoys riding bikes, golfing and spending time with his family.