ALEC PRINZE

Alec Prinze is a Wealth Advisor who specializes in comprehensive wealth management for business owners. He takes a detailed approach to protect, develop, and harvest wealth for current and future generations. His patience and empathy help build strong professional relationships, and clients appreciate his responsiveness and willingness to go the extra mile.

As a Certified Financial Planner®, Alec is well-versed in tax-efficient investing, business exit plans, risk hedging, and retirement planning. He understands that family wealth is often concentrated in a closely-held business, inherited or earned during a successful business career. Alec provides strategies to hedge, monetize, diversify, or transfer these businesses while managing tax implications.

{custom_meta_description=Alec Prinze - - Prinze Foundational Planning - Gold River, California, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/LoRes%20Alec%20Prinze%20-%20Online%20Scheduler.jpg, city=Gold River, display_country=United States, hs_object_source_detail_1=Find A CEPA (April 2025) , profile_description=

Alec Prinze is a Wealth Advisor who specializes in comprehensive wealth management for business owners. He takes a detailed approach to protect, develop, and harvest wealth for current and future generations. His patience and empathy help build strong professional relationships, and clients appreciate his responsiveness and willingness to go the extra mile.

As a Certified Financial Planner®, Alec is well-versed in tax-efficient investing, business exit plans, risk hedging, and retirement planning. He understands that family wealth is often concentrated in a closely-held business, inherited or earned during a successful business career. Alec provides strategies to hedge, monetize, diversify, or transfer these businesses while managing tax implications.

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=alec-prinze, lname=Prinze, hs_object_source_id=enrollmentId:1651343309661;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202025/PRINZE-ALEC-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-APRIL.pdf, hs_createdate=1746191557318, cohortium_profile_title=Alec Prinze | Wealth Manager at Prinze Foundational Planning | CEPA Connect Member, state=California, id=27237525872, designations__text_=CFP®, CEPA®, AAMS®, advisor_type=Wealth Manager, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Alec Prinze, email=alec@prinzefp.com, cohortium_meta_description=Connect with Alec Prinze, a specialized Wealth Manager working with Prinze Foundational Planning based in California. Serving markets in: Established Business with $2 Million in EBITDA. Credentials include: CFP®, CEPA®, AAMS®., associated_contact_record_id=98729309542, website=www.prinzefp.com, markets_served=Established Business with $2 Million in EBITDA, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202025/9216_Prinze_CEPA-Certificate-2025-April.pdf, pending_profile_information=, is_editable=editable, url_slug_2=alec-prinze, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/alec-prinze?impersonation=true, full_name=Alec Prinze, hs_lastmodifieddate=1764932322129, phone=916-631-1958, company_name=Prinze Foundational Planning, name=Alec, hs_object_id=27237525872, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=95670, status=Published, hs_updated_by_user_id=78050139}