Aliya CFA

Associate Investment Advisor at Bartlett & Company - Cincinnati, OH, US

Aliya CFA's Colleagues at Bartlett & Company
Lori CFP

Wealth Advisor | Principal

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Nicholas CFP

Financial Planning Associate

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Rob Michel

Network Administrator

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Melissa LaCorte

Client Relationship Associate

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Devin Reinert

Client Communications Associate

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Matt Whalen

Director - IT

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Kenneth Schlachter

Wealth Advisor & Principal

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Aliya CFA's Contact Details
Email (Verified)
***@bartlett1898.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
513-621-4612
Location
Company
Bartlett & Company
Aliya CFA's Company Details
Bartlett & Company logo, Bartlett & Company contact details

Bartlett & Company

Cincinnati, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what's next. Our sights are always set on moving you closer to your goals.Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning

Wealth Management Investment Advisory Retirement Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Aliya CFA
Aliya CFA currently works for Bartlett Wealth Management.
Aliya CFA's role at Bartlett Wealth Management is Associate Investment Advisor.
Aliya CFA's email address is ***@bartlett1898.com. To view Aliya CFA's full email address, please signup to ConnectPlex.
Aliya CFA works in the Investment Management industry.
Aliya CFA's colleagues at Bartlett & Company are Lori CFP, Nicholas CFP, Rob Michel, Melissa LaCorte, Devin Reinert, Matt Whalen, Kenneth Schlachter and others.
Aliya CFA's phone number is 513-621-4612
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