After a successful career in Corporate Finance, Alexander decided to follow his lifelong passion of serving others in a more meaningful way by helping them become financially confident and empowered about their finances. He loves to use his analytical mindset to create personalized strategies to help maximize our family’s goals and dreams. Honesty and integrity are at the core of his relationships and he is committed to working only in a true fiduciary capacity.*
Alexander is a proud alumnus of the University of Central Florida, where he earned a Bachelor's degree in Finance and a Masters of Business Administration.
Alexander is a CERTIFIED FINANCIAL PLANNER® professional and holds his Florida Health & Life (including Annuities and Variable contracts) insurance license as well as Series 6, 7, 63 and 65 securities through LPL Financial.
Alexander is a proud father of four and outside of the office he enjoys traveling, exercising but most of all spending time with family and friends – preferably by the pool.
*Advisors are only legally obligated to act as a fiduciary in advisory relationships. Advisors are not legally obligated to act as a fiduciary in Brokerage only relationships.
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.