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.