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TROY NOOR, CFA, CFP®

troy@blvdwealth.com

(877) 664-2583 xt.601

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BACKGROUND

Founder of Alpha Investment Advisors, Inc.

Executive Director at Boulevard Wealth Management, Inc.

20-year financial industry experience in portfolio management and comprehensive planning

SERVICE ROLE 

Portfolio Manager: Signature Six™ strategies, customized allocation plans, tax harvesting, re-balancing

Portfolio Risk Oversight: Separate account management, Signature Six™ overlay management

Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation

COMMUNITY

Board Member: Love In the Name of Christ (LOVE INC)

Eden Prairie Chamber of Commerce: Public Policy Committee

Group Leader: Hill Cities Men's Bible Study 

EDUCATION

Bachelor of Applied Science (B.A.Sc.), International Business

CERTIFIED FINANCIAL PLANNER™ Curriculum

Chartered Financial Analyst®

DISTINCTIONS

CFP® Certificant, CFP Board, Inc.

Active CFA® Charter holder, CFA Institute

 

 

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor.  Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency.  Troy Noor, CFP®, CFA does not offer tax or legal advice.  Please consult the appropriate advisor.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

  

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

Rosemount Office - NEW!

15225 Carrousel Way #7

Rosemount, MN 55068

(877) 664-2583 xt 801

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