Courtney Alcock CFP® CLU®
Since 2013 Courtney has focused on understanding and developing the skills needed to be a successful financial planner. Starting in the banking industry and making her way over to the independent advice channel, Courtney has found her passion in helping people create holistic success within their lives through proper comprehensive financial planning strategies.
As a Certified Financial Planning (CFP®) and Chartered Life Underwriter (CLU®), Courtney plans to obtain more designations through the next few years. Continuing education is extremely important to ensure that finding solutions, maximizing wealth, capturing opportunities, and understanding the ever-changing financial markets are at the forefront of the practice while focusing on the Wealth, Health and Legacy models.
Courtney is excited to implement her own strategies within Statera Financial Planners and provide the excellence deserved in ensuring your path is one of certainty. She believes planning is the key element to accumulating and preserving wealth while simultaneously managing risk effectively. For both individuals and businesses, their definition of success is the focused objective and the crucial consideration.
Outside of the office you can find Courtney doing an array of activities; from her involvement in soccer and slo-pitch leagues, to hiking, camping, traveling and photography, she is a lover of all things Adventure.