Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Alice Rhodes (CRD# 2766191) is an Investment Advisor Representative working at A.l. Rhodes Personal Financial Advisors LLC in , and has over 19 years of experience in the finance industry. Alice Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Alice is a NAPFA-Registered Advisor. NAPFA, the National Association of Personal Financial Advisors, is the largest fee-only financial planners association in the U.S. Fee-only planners join NAPFA’s ranks to enhance their skills, share ideas with other like-minded financial advisors, and be part of a collective, influential voice on matters that affect them and their clients. Operating under a strict code of ethics and fiduciary oath, NAPFA members are trusted, objective financial advisors for consumers. For more about NAPFA, visit www.napfa.org.
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.