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Alec Witkowski

Personal Finance, Retirement, Investing
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“AJ Witkowski is the President of WIT Wealth Management and a partner with The Financial Guys”
Firm:

Peak Brokerage Services

Job Title:

Wealth Manager

Biography:

Licensed with FINRA Series 7 and FINRA Series 66 and NYS Life, Accident & Health, Alec Witkowski has a breadth of experience in the finance industry. His firm, WIT Wealth Management, offers wealth management, financial planning, investment management, educational seminars. Partnering with The Financial Guys, AJ heads up the Millennial Division. He educates young investors about investing, personal finance, and planning. 

As an entrepreneur, and a millennial, AJ has first hand experience with creating a business from scratch. 

He can be heard on 930WBEN Radio and seen on Channel 7 Buffalo.

Assets Under Management:

$5 million

CRD Number:

6381230

Disclaimer:

Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC.

Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and WIT Wealth Management are separate and independent entities from Peak Brokerage Services, LLC.

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    Banking, Career / Compensation, College Tuition, Debt, Financial Planning, IRAs
Should I take advantage of my employer offering to pay for two years of schooling for me to receive a degree?
100% of people found this answer helpful

Hello,

Congratulations on graduating and getting a good paying job right away!

I can relate to this story because this is exactly how my brother started his career. Essentially all the same metrics. 

You're 22 and in a perfect world, you will be working for another 45 years (Full Retirement Age). Getting that degree with the employer completely paying for it will set you up in the long run. This will allow you to get the work experience needed plus the education most do not have the opportunity to do so. It also helps that you wanted to go for accounting and they are willing to pay for it. Extremely beneficial for you. 

You have time on your side. Getting the education done early can set you up for long term success. Just stay the path and you'll achieve your goals. Congrats again and good luck

 

November 2018
    Debt, Financial Planning, Investing
Should I pay off large amounts on my student loans or pay off small amounts and invest the rest?
100% of people found this answer helpful
November 2018
    Social Security, Real Estate
How should my unemployed, 53-year-old family member who has money from the sale of her home invest her money given that she has health conditions that may limit her ability to work in the future?
88% of people found this answer helpful
November 2018
    Banking, Retirement, Retirement Savings
How do I start growing a nest egg for retirement with very little savings?
88% of people found this answer helpful
November 2018
    Banking, Investing
What should I do with the extra income I will be earning from a promotion?
September 2018