Alina Parizianu, CFP^®

RICP^®

Financial Planner

MMBB Financial Services

475 Riverside Drive, 17th Floor
New York, NY 10027

FINANCIAL ADVISOR'S WEBSITE

www.mmbb.org

(212) 870-8060 CONNECT WITH Alina

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Advisor Insights

General

Alina Parizianu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MMBB Financial Services in New York, NY and the surrounding communities.

Financial Advisor Overview

ACap Asset Management is a Fee-Only financial advisory firm providing comprehensive financial advice specifically tailored for doctors and medical professionals. We at ACap understand that as a physician, it is a challenge to balance the many elements of a busy life, including your practice, family, and finances. Because you don’t have time to devote to managing your assets and planning your financial future, you need a trusted adviser to act as your personal CFO and ensure that your financial assets are working as hard as you are. Whether your goal is to create a manageable budget to pay off education loans and save each month, plan for the purchase of a home, establish or manage your retirement accounts, minimize taxes, or ensure your existing portfolio is in line with your goals, ACap will work to maximize your profits. Just as you help your patients achieve medical health, ACap Asset Management will help you achieve financial health.

Financial Advisor Experience

Alina has over 14 years of experience in the financial services industry. Prior to representing ACap, Alina was Vice President and Credit Portfolio Manager with a major European investment bank in New York and had various roles in investment banking ranging from portfolio management and risk underwriting to investing in structured financial products. Alina is CERTIFIED FINANCIAL PLANNER™ practitioner and graduated from the prestigious Personal Financial Planning Program at NYU. She holds her MBA in Financial Management from Pace University - Lubin School of Business in New York, for which she was awarded a Graduate Assistantship and the 2004 NY Annual Securities Conference Scholarship. Alina earned her Bachelor of Business Administration in Finance and Insurance from The Academy of Economic Studies in Bucharest, Romania. Through ACap Alina provides comprehensive financial planning and asset management services to healthcare professionals, business owners and individuals. Alina abides by the Fiduciary Standard of care, which attests to acting in clients' best interest at all times. Alina works for her clients only, does not take commissions, so she can provide high level of service with no conflicts of interests. She has no minimum asset level. Alina is a member of the Financial Planning Association (FPA) and a volunteer for the FPA-Pro Bono committee through which she spreads financial literacy among the under served low-income populations of New York City. In her spare time, Alina enjoys Zumba, playing classical piano, playing tennis and skiing with her family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances