portrait of Alister B Huss
FINANCIAL ADVISOR
Accepting New Clients
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About Alister

Just imagine… you wake up and it's the first day of your retirement. Maybe it's the first day you are taking your kids to begin the adventure of their college career. Maybe there is another goal you have been thinking about. These life events are goals that I enjoy helping clients develop tailored strategies to work towards achieving.

Plus… It's a lot of fun helping you decide on your retirement dreams. So much so, that I have dedicated my life to helping people make informed financial decisions through partnership, understanding and a focus on what is most important to you.

I...

Focus Areas

  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2024 to Current
  • Principal Advised ServicesOctober 2022 to September 2024

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of CA-Santa BarbaraBachelor of Arts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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