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Alaska Financial Associates

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  • Contact Us: (907) 225-0619

Alaska Financial Associates

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I found that I needed a lot less money than I thought I needed, as long as I was spending my time on the right things…

The more time I spent taking care of myself, the better things did around me…

There was no discrepancy between taking care of myself and my success. In fact there was a positive correlation. - Carol Orsborn

 

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About Us

At Alaska Financial Associates, we emphasize your interests, your well-being and your Financial goals.

Our Vision

At Alaska Financial Associates, we emphasize your interests, your well-being and your Financial goals. We have built a strong reputation for providing sound fee-based financial planning and capital management. 

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Our Philosophy

We believe that sound financial planning is pursued through a whole person perspective. At AFA, we understand that planning is a process and not an event. Our focus is centered on you, the client, to incorporate your values through goals and actions. 

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Our Standard of Care

All financial planning services will be delivered in accordance with the following standard of care:
Put the client’s best interests first; Act with due care and in utmost good faith; Do not mislead clients; Provide full and fair disclosure of all material facts..

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  • 1400 K St., Anchorage, Alaska 99501 United States
  • Phone: (907) 276-0619
  • 621 Pine Street Ketchikan, AK 99901 United States
  • Phone: (907) 225-0619
  • Email:Terry@afa-associates.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial Member FINRA & SIPC . David Rotatori is an Investment Adviser Representative of The Independent Advisor Alliance, IAA, a Registered Investment Adviser. Registered Representatives of LPL may transact securities business in a particular state only if first registered, excluded or exempted from Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Alaska Financial Associates (AFA) are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, MA, ME, NC, ND, NV, OK, OR, SC, TX, UT, VT, WA

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP logo are federally registered Service Marks of The Certified Financial Board of Standards, Inc. Colorado.

Investment advice offered through Independent Advisor Alliance, a registered investment advisor.

The information herein is being provided strictly as a courtesy. When you link to any of the websites provided, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site. By clicking on any link on this page, you will leave our website and assume total responsibility and risk for your use of the sites to which you are linking.

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