Alfredo Paredes, CFP^®

Designations and licenses

Alfredo is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Alfredo supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to joining Mariner, Alfredo was a sales and marketing intern at Castle Aura Enterprises.

Alfredo holds a bachelor’s degree in business management economics from the University of California, Santa Cruz.

Personal interests

Away from the office, Alfredo enjoys strength training, cooking, health and wellness, personal finance and spending time with friends and family.

Alfredo’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.