With his unique approach and individualized service, Alex helps clients maximize their wealth as they plan for their financial future. His philosophy is centered on a nontraditional way of structuring a plan which optimizes assets that would otherwise be lost. Going beyond traditional financial planning, Alex provides focused strategic planning which coordinates and balances what clients want to achieve with the options they can use to get there.
With a career that started in Banking and evolved into insurance, investment, and financial services, Alex understands what’s required to design a comprehensive plan that covers all aspects of an individual’s financial health and well-being.
Offering the best products, state-of-the-art technology and high-quality individualized service, Alex has built a reputation of designing and implementing plans to help clients accumulate, preserve and distribute wealth and maximize their financial potential.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0L50247