Alina Oprea, CFA, CFP®
Investment Advisor
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With over 15 years of experience and by maintaining reputable industry designations, the CFA® charter and CFP® designation, I developed a keen eye for financial planning, identifying investment opportunities, managing risk and providing expert fiduciary advice to help clients achieve their financial goals optimally. I work with a diverse range of high net worth clients, clients with multigenerational wealth planning needs and institutional investors.
I take pride in having built a loyal and satisfied client network by providing excellent service. I strive to continue to do so for many more years to come.