As a seasoned CERTIFIED FINANCAL PLANNER® practitioner with over 10 years of experience in the financial services industry, Alex brings a wealth of expertise to our team at AI. With a passion for helping individuals, families, and businesses achieve their financial goals, he specializes in comprehensive financial planning and investment management tailored to each client's unique needs.
His career journey began here at AI where he honed his skills under Kevin G. Arrien’s guidance in portfolio management and financial analysis. Over the years, he has obtained certifications including the CERTIFIED FINANCAL PLANNER® practitioner designation, underscoring his commitment to maintaining the highest standards of professionalism and ethics in financial planning.
At AI Alex focuses on building long-term relationships with clients based on trust, transparency, and personalized service. He believes in a holistic approach to financial planning, encompassing retirement planning, investment strategy, estate planning, tax management, and risk mitigation. By understanding each client's aspirations and concerns, he crafts customized financial plans designed to navigate life's complexities and achieve financial security.
Alex is passionate about financial literacy and wants to help educate people fully to understand all aspects of finance and economics. He feels it is especially important to plan and save starting as early as possible.
Outside of work Alex enjoys spending time with his wife and two daughters. He is extremely grateful for a loving family that is supportive in his career.
For expert financial guidance tailored to your unique goals, contact Alex today at
[email protected] or schedule a consultation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.