About
Teak Financial LLC was started with the idea that financial planning and investing should be available to everyone, not hidden behind complex ideas and industry terminology. We believe fees should be reasonable and clear, and knowledge should be transferred to the client so they can ultimately manage their own financial future.
Alex Gould founder |
I have a wide range of experience in areas of business, finance, and non-profits. This diverse experience has helped me to understand the bigger picture and find creative solutions to various challenges. I enjoy helping families and businesses alike plan for the future and navigate the many challenges of finance.
Education & Certifications: MBA, Finance - George Fox University Bachelors in Business Management, Montana State University Certified Mergers & Acquisitions Advisor (CM&AA) The CM&AA designation is held by over 500 professionals and recognized globally for its advanced credential in middle market mergers and acquisitions. To attain the CM&AA certification, an individual must meet minimum education requirements such as a Ph.D., J.D., or M.B.A; complete 36 hours of AM&AA courses, and pass a final proctored examination. |