Natalya V. Alexei

Permanently closed
Call
Website
222 2nd St
San Francisco, CA 94105
+1 (415) 713-4573
https://foundation.firstcitizens.com

Natalya V. Alexei is a Private Wealth Advisor based in San Francisco, CA, affiliated with First Citizens Wealth. With over 125 years of experience, the firm specializes in providing customized financial planning and advice to clients in Northern California and the Pacific Northwest, particularly those involved in the innovation economy, such as founders, executives, investors, and entrepreneurs.

The team at First Citizens Wealth focuses on understanding clients' unique visions for the future and creating comprehensive plans that integrate personal and business financial strategies. Their services include asset allocation, estate planning, investment planning, and coordination with tax and legal professionals to ensure a cohesive approach to wealth management.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Sidney Olayinka

Sidney Olayinka, CFP at First Citizens Wealth in San Francisco, CA, offers personalized financial planning services with a focus on participants in the innovation economy. Their team of Private Wealth Advisors is dedicated to understanding clients' individual goals and concerns to create customized plans for both personal and business needs. With a strong emphasis on comprehensive planning, they help clients navigate various financial aspects, including debt structuring, asset protection, estate planning, and tax strategies. Through collaborative efforts with tax and legal professionals, they ensure consistent and effective financial planning tailored to each client's unique vision for the future. Sidney brings a background in Cognitive Psychology and is pursuing certification in Financial Planning, showcasing a commitment to continuous learning and expertise in providing sound financial advice. First Citizens Wealth aims to empower clients to make informed decisions about their finances, guiding them at every step of their financial journey. Generated from the website content
Ari Warmerdam

Ari Warmerdam

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.
Michael Conway

Michael Conway

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.
United States›California›San Francisco›Natalya V. Alexei