Dick Pfister, CAIA

Chief Executive Officer/Founder at AlphaCore Wealth Advisory

Dick Pfister has a diverse work experience spanning over several companies. Dick is the Founder and Chief Executive Officer of AlphaCore Wealth Advisory since March 2015. In this role, they established the company's mission and vision, provided strategic leadership, and oversaw various divisions including financial planning, investment research, customer service, marketing, and project management. Prior to this, they founded factorE in January 2018, where they served until October 2020. Additionally, they worked as a Partner at Altegris from June 1998 to November 2014.

Dick Pfister, CAIA has a Bachelor of Business Administration degree in Finance from the University of San Diego, which they obtained from 1989 to 1993. Prior to attending university, they completed their high school education at Marinette High School from 1984 to 1989. In addition to their formal education, they have obtained several certifications throughout their career, including the AGC of America Certificate of Membership from the Associated General Contractors of America in July 2022. Dick also holds the Series 66 certification from the Financial Industry Regulatory Authority (FINRA), which they obtained in January 2015. Other certifications include the Series 24 obtained in May 2004, Series 3 obtained in April 1996, Series 6 obtained in June 1994, Series 63 obtained in May 2000, and Series 7 obtained in May 2001.

Links


Org chart