Alec Waldman

Associate Financial Advisor

Background

I am a recent graduate of the University of Michigan, where I earned a B.S. in Economics with minors in Statistics and Quantitative Methods. I also rowed in the first boat on Michigan's Men's Rowing team, an experience that taught me discipline and resilience I still rely on today. I've always enjoyed educating and empowering others, whether as President of an investment club or President of Club Sports at the University of Michigan, where I oversaw 1,500+ athletes from 30 club sports. I interned at Pearl Planning in 2023 and 2024, where I discovered what I loved most about this industry: applying numbers and analytics to actually help people. Since then, I've completed my Certified Financial Planning education and will sit for the CFP® exam in November 2026. I'm excited to be back at Pearl Planning, supporting clients and helping them reach their personal and financial goals.