αlpha Financial Partners is a comprehensive financial services company based in Lexington, KY. At the core of our existence is being fiduciaries for our clients and we see it as our mission to educate them and ultimately lead to financial freedom. We strive to be our client's personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family, and their employees. Our team of certified professionals have a combined experience of over 50 years in the financial services industry having worked extensively with both individuals and entities. *Alpha Financial Partners, LLC is a registered investment advisor. Alpha Financial Partners provides investment advisory and related services for clients nationally. Alpha Financial Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.alphaky.com.*
External link for αlpha Financial Partners
710 E Main St
Suite 110
Lexington, Kentucky 40502, US
αlpha Financial Partners reposted this
This badge visually depicts the wear of sitting through 3 solid days of training, but like most things in life, nothing worth doing comes easy! At least was able to enjoy a few beautiful sunrises and sunsets! Onward and Upward! #financialninjaforbusinessowners #certifiedexitplanningadvisor #2024cepasummit
🎉🎉Alpha Financial Partners has been nominated for Best of Lexington. 🎉🎉 Please take a moment and vote for us. Click Services, Financial Planner and then scroll until you find Alpha Financial Partners. We appreciate your vote! https://lnkd.in/ggdUuQx2
We are so excited to welcome our newest intern to Alpha Financial Partners!! Joseph Fusco. Joe was born and raised in Owensboro, KY and currently is a junior at the University of Kentucky, where he is pursuing a dual degree in finance and accounting. Joe has a strong aspiration to become a financial advisor in the future and he enjoys creating new and meaningful relationships. In his free time, Joe enjoys playing golf, soccer, traveling and watching UK basketball. Welcome to the team Joe! We are so happy to have you.
If you are a business owner, you won’t want to miss this!
We are so excited to have Marc Cobane, AWMA®, CRPS®, CEPA, CRSP speak about owner exit strategies and financial planning at our NextGen M&A event on March 20th! Marc has 20+ years of industry experience. He graduated from Judson University in Elgin, IL, with an honors degree in both Management and Marketing while participating in two national championship soccer seasons. Marc began his financial services career in Chicago back in 1998 when he joined Northern Trust Bank. From 2000 to 2011, Marc worked in the trust and investments division of Fifth Third Bank. Before founding Alpha Financial Partners with his two partners in 2020, he spent almost a decade with UBS Financial Services. He holds numerous professional designations including Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Plans Specialist (CRPS) through the College of Financial Planning, Certified Exit Planning Advisor (CEPA), and Certified Retirement Services Professional (CRSP) through the Institute of Certified Bankers. Professionally, Marc has spoken at numerous engagements including the Kentucky Young Lawyers Conference, the Lexington Employee Benefits Council, and the Lexington Medical Society. Civically, Marc serves or has served on numerous boards including the Lexington Employee Benefits Council, Kentucky Association of Health Underwriters, Kentucky Fish & Wildlife Foundation, National Advisory Council for Christian Appalachian Project, and most recently Shriners Corporate Council. Marc is a member of Southland Christian Church and an avid outdoorsman who enjoys hunting, fishing, snow skiing, and golfing. Marc and his family live in Lexington, KY. Did you know attendees are eligible to receive 1 CLE credit from the BAR and 5 CEUs from SHRM? There’s still time to register to attend! Check out the link in our bio or visit https://lnkd.in/gD4iKhxC. #NextGenMandA #OutsourcedHR #ContinuingEducation #MandA #Mergers #Acquisitions #LeadershipIntegration #Employers
289 pairs of socks were donated to those in need this last week!! We are so proud of our Alpha clients for being the ABSOLUTE BEST!!!! Thank you Kelly at Prosperity Home Mortgage, LLC for asking us to participate.
What if my child doesn’t go to college? What do “qualified education expenses” actually mean? Some FAQs that we hear most frequently from clients and plan participants are answered in this article from John Hancock. Take a look!
The definition of what a qualified education expense is has changed over the years to cover quite a bit of ground. Our latest piece explores what qualified expenses can be paid with 529 funds. #529plans #collegesaving #studentloans