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Alice King, J.D., CFP (r)
Wine Country Wealth Management LLC
Sonoma, CA - San Francisco Bay Area with emphasis on Sonoma and Napa wine country
Comprehensive financial planning - Contact Alice
- Specialties
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- Asset allocation (investment planning), comprehensive financial planning and investment and asset management
- Unique Services
- Privacy Policy
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- Your information will not be sold or rented. Read more
- Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
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About Alice King
Alice King is a fee only financial advisor.
Alice provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. Alice's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Alice's clients towards their financial goals. After receiving their comprehensive financial plan, clients may also choose to retain Alice's services on an ongoing basis. Ongoing services may include portfolio management and an annual update of the financial plan, depending on client needs.
As a financial planner, Alice creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, how best to allocate their financial resources between multiple goals, and making informed decisions about their options.
Alice is a Registered Investment Adviser Representative and a Certified Financial Planner (TM). She adheres to the highest ethical standards that these credentials require, meaning that she is a fiduciary who is required to put the interests of her clients first. Alice ensures her advice is objective and avoids conflicts of interest by charging for her services on a "fee only" basis, rather than by commission. Fees are totally transparent and disclosed in advance by a written fee agreement.
Experience
Alice King, founder and owner of Wine Country Wealth Management, LLC, is a former attorney with over 14 years' experience advising high-net-worth business owners and executives on their business and financial affairs. After retiring from a successful legal career, Alice was inspired to become a Registered Investment Adviser and Certified Financial Planner (TM) by an unlikely source, Hurricane Katrina. When her elderly mother had to be evacuated from New Orleans due to flood damage to her residence, Alice become the trustee of her financial matters. Having observed the effects of previous poor financial advice and inadequate insurance and legal protections, Alice realized that objective, comprehensive personal financial advice was essential and life changing. She embarked on the intensive course of study needed to pass the two-day Certified Financial Planner Examination in 2008 and then went on to launch her financial advisory firm, Wine Country Wealth Managemet, LLC in Sonoma, CA. Ms. King is a Registered Investment Adviser with the State of California and is a Certified Financial Planner (TM) professional. She is a member of the Financial Planning Association (and its San Francisco Chapter) and the National Association of Personal Financial Advisors.
Websites
Education
Columbia University School of Law
J.D.
Louisiana State University
B.A., Political Science (graduating cum laude; Phi Beta Kappa)
Unique Services Offered by Alice
Alice specializes in providing the following services:- Client Web Portal
ABOUT THIS SERVICE As a free value added service, all clients receive their personalized and secure client web portal that enables them to access critical documents and their up-to-date financial information at any time and from anywhere so long as they have an internet connection.
The web portal includes three valuable resources:
(1) the online document vault (to store critical documents such as wills, trusts, tax returns, insurance policies, passports, birth certificates, etc.);
(2) account aggregation, meaning a single secure login takes clients to all their accounts, such as investments, mortgages, bank accounts and credit cards; and
(3) the personal Balance Sheet, which let's clients know at a glance their current net worth.
The aggregated account information is automatically updated every 24 hours, provided the financial institution supports this capability, so that the client Balance Sheet is kept up-to-date.
With client permission, their other trusted advisers may be granted access to all or part of this information.
Contact Alice to learn more
- Online Access to Dynamic Financial Plan
ABOUT THIS SERVICE As a free value added service to clients, once they have received their comprehensive financial plan, they may access it online and use interactive tools to explore various "what if" scenarios, such as "What if I retire later" or "What if I save more"?
With client permission, their other trusted advisers may be granted access to all or part of this information.
Contact Alice to learn more
- Business owner planning (succession planning; employee retirement plans)
ABOUT THIS SERVICE -
Contact Alice to learn more
Related Terms: comprehensive financial planning, goal based financial planning, retirement planning
Wine Country Wealth Management LLC
809 Broadway
Sonoma, CA 95476
707-933-1549
info@winecountrywealthmanagement.com
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