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Square Peg Financial Advisory Services
Square Peg Financial Advisory Services is a financial advisory firm whose owner is Alan Ray, a CERTIFIED FINANCIAL PLANNER Professional. The firm provides...
Square Peg Financial Advisory Services
Square Peg Financial Advisory Services is a financial advisory firm whose owner is Alan Ray, a CERTIFIED FINANCIAL PLANNER Professional. The firm provides clear information and organized analyses of clients' financial situations and works through a collaborative planning process. Client values and priorities are treated as the foundation, with the planner providing knowledge and guidance in a consultative relationship.
General information
Firm type
RIA
Principals
Alan Ray
CERTIFIED FINANCIAL PLANNER Professional, owner
Alan Ray
CERTIFIED FINANCIAL PLANNER Professional
Frequently asked questions
Who runs Square Peg Financial Advisory Services?
No principal is named in any publicly accessible filing, database, or article. The firm has not disclosed its leadership or ownership structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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