About Us

Alex Akers

Financial Professional
Phone: 480-444-3705
Fax: 480-922-5203

Alex is a homegrown product from Phoenix, Arizona.  He completed his degree at the W.P. Carey School of Business at ASU where he majored in Business Communication.

Alex elected to build his career as a financial professional because he has always had a passion for helping others in their efforts to attain their financial goals.  He assists individuals and families with building appropriate financial portfolios, creating customized planning and income distribution strategies designed to assist in reaching retirement goals.

Working with a wide range of clientele, Alex also runs financial workshops for the benefit of public service and pension employees, young families, and individuals. The five major disciplines that constitute his practice are: Retirement Planning, 401(k) and 403(b) and 457 Qualified Plans, Education Planning, and Estate Planning Strategies.

 

 Alex is an avid outdoorsman, and his hobbies include fishing, exploring Arizona, and discovering new restaurants and coffeeshops in downtown Phoenix. 

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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