Aleda Kresge
Founder
Aleda Kresge is an experienced financial advisor in Frisco, Colorado. She has spent over 27 years committed to helping business owners, executives and families pursue their financial goals and investment objectives.In 1990, Aleda earned her designation as a CERTIFIED FINANCIAL PLANNER™ from the International Board of Standards and Practices for Certified Financial Planners. This is one of the premier credential in the financial planning industry that requires her to abide by the Code of Ethics and Standards of Practice set forth by the board.
Aleda has distinguished herself in the industry by providing invaluable financial planning to include investment and asset management, tax and estate planning, business planning, college funding, legacy planning and wealth transfer techniques.
Prior to working in the financial services field, Aleda worked as a critical care nurse and a nurse practitioner from 1968 – 1989. She received a Bachelor of Science in nursing from Metro State College in Denver, Colorado with a minor in health care administration as well as completed her nurse practitioner certificate in 1980.
Aleda has lived in Summit County, Colorado since 1979. She has a daughter that she adopted from China in 1995. Robyn is pursuing her college career at Fort Lewis College in Durango, Colorado.
Aleda is extremely active in her community. She is on the Quality Assurance Board for St. Anthony’s Summit Medical Center, is a member of the Summit Rotary Club, is a board member of the finance committee for the Summit Community Care Clinic, helps with the annual 9Health Fair and participates in many of the non-profit events throughout the year. Her involvement over the years includes working with the Advocates for Victims of Assault in its early years, past chair of the Father Dyer United Methodist Church Finance Committee for 10 years and still participates in the kids’ programs at church. She was also a past board member for the Dillon Yacht Club and junior sailing program.
Outside of work, her passions include sailing, alpine skiing, biking, and hiking.
Email Ms. Kresge at aleda@affinitywmg.com.
Have A Question?
Aleda and members of our ensemble and replace with the Affinity Wealth Management Group Team stands ready to help you.
Ask a QuestionAddress: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
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