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CERTIFICATIONS |
CD, BA, MBA, CFP, R.F.P., CAPT (Ret'd) |
AREA |
Financial Planning, Tax and Forensic Accounting |
SPECIALTY |
Owner-Manager Succession, Strategic Planning, Intellectual Property |
JURISDICTION |
Ctry: CA |
LICENCES |
OPD |
COMPANY |
Wright and Co. |
BIOGRAPHY
Alec Wright knows finance: military accountant, forensic accounting professor, financial planner, offshore private banker and tax specialist, chief financial officer of a bank, president of securities firms and chairman of a professional organisation. He has lived and worked in various countries and has discovered and prosecuted fraud successfully. Developer of several financial/tax vehicles, he is sought after for his knowledge and creative but sound solutions. A pioneer in fee-only financial planning from 1972, he uniquely is a veteran separately of each of the four financial pillars: trust, bank, insurance and securities. As a former Chief Compliance Officer, he is a popular lecturer and revered by clients for his ability to meaningfully apply the nuts and bolts. Enjoy Wright’s Manual and profit from spotting the "Demons in the Financial World".
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