Alexander B. Collins, ChFC, CFP*

Alexander B. Collins, ChFC, CFP*

Certified Financial Plannerâ„¢

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Phone: (425) 641-8788 ext 226
Fax: (425) 641-8778
Mobile Phone: (206) 854-7476
E-mail:


Alexander Collins joined Pacific Capital Resource Group, Inc., a relationship-based financial services firm, in 2002. His practice focuses on business owners, healthcare professionals, and individuals. He specializes in wealth management and preservation, business succession and benefits, and individually defined goals.

Alex earned his Bachelor’s degree in Business Administration from the Foster Business School, University of Washington. He holds the professional designations of Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) from the American College in Bryn Mawr, Pennsylvania. As an active member of the National Association of Insurance and Financial Advisors (NAIFA), he serves as a current board member of the Seattle/Eastside chapter of NAIFA.

The approach Alex takes with each client is threefold: first, listen to their situation and understand their goals. Second, he crafts a personalized plan designed to meet their short-, mid-, and long-term financial needs. Then he seeks to implement these plans using appropriate savings, investment, and risk management strategies works to reach the defined goals. Lastly, Alex meets with the clients to update their plans as needed. His commitment to his client’s personal needs, goals, and concerns is foremost. This client-first focus helps him cultivate long-term relationships through mutual trust and respect.  Alex offered securities and investment advisory services exclusively through HTK.

Alex enjoys spending his time with his wife, Heather, and their two dogs. He also enjoys soccer, travel, and entertaining friends and family.

 

Awards:

  • 2008, 2007 Achievers Club
  • 2007 Leader's Conference
  • 2007 Practice Development
  • 2006 President's Club Qualifier
  • 2005 Pacific Capital Career Builder of the Year
  • 2005 Royal Blue Qualifier

 

Licenses & Certificates:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Qualifying Member of the MDRT, Million Dollar Round Table
  • Member and Board member of NAIFA, National Association of Insurance and Financial Advisors, Seattle/Eastside Chapter
  • Member of BNI, Business Networking International
  • Washington Life, Disability & Long-Term Care Licensed
  • Registered Representative and Investment Advisor Representative of Hornor, Townsend & Kent, Inc.