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Alec Di Cesare

Advisor Image
Alec Di Cesare
Financial Advisor
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Tax Efficient Planning
Young Families
Retirement Planning
A Financial Approach for Life’s Journey, Built Around You 

As a Thrivent financial advisor, I believe money is a tool, not a goal. Money is a resource that can help support the life you want to live. Everyone’s financial situation is different, so my approach to financial planning focuses on understanding what matters most to you, and the goals you are working toward. Prior to joining Thrivent, I earned a double major in Economics and Financial Planning and Services from Lebanon Valley College and hold the SIE, Series 7, Series 66, and Life, Accident, and Health licenses all for various states.

About Me
About Me

I have lived in Coopersburg since 2013 and value being part of the local community, spending time with family, and building relationships based on trust, conversation, and shared priorities. My journey to becoming a financial advisor started early, when my grandfather first introduced me to the stock market. I quickly became fascinated with tracking investments and understanding how financial decisions could shape the future. That early curiosity grew into a career where I now have the opportunity to help individuals and families plan thoughtfully and make informed financial choices.


Family and community are important to me. I’m grateful for my close relationship with my parents, Kelli and Paul, my sister, Tessa, and of course my dog, Benny. In my spare time, I foster dogs, helping them transition into forever homes. I enjoy connecting with the community by visiting local churches and am currently exploring where I feel most at home. When I’m not working, I love staying active through golf, basketball, running, biking, and time with friends. 

Schedule a Conversation
Schedule a Conversation

If you’d like to learn more about my approach or see whether working together may be a good fit, I welcome the opportunity to connect.


My qualifications
  • Bachelors of Finance, Lebanon Valley College
  • Bachelors of Economics, Lebanon Valley College
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Maryland
  • New Jersey
  • Pennsylvania
  • Virginia

Insights

Insight image
Recently, the Upper Perkiomen YMCA and I have formed a partnership called Fitness & Finances. The Y is where I do most of my workouts — lifting, swimming, and taking their other classes which are all fun — so it’s meaningful to collaborate with them on financial education programs throughout the year. This session focused on common questions people have as they approach retirement and provided general guidance to help attendees think through key considerations and timelines. I enjoyed being part of the event and look forward to future opportunities to support the Y community. #ThriventFinancial #FinancialSeminar #FitnessAndFinances #YMCACommunity #RetirementPlanning #CommunityEvent #FaithAndFinance #ThriventAdvisor #EducationalWorkshop #RetirementReadiness
Insight image
Recently, I was invited to do the opening Introduction & Devotional at our Thrivent Impact Days. This event was amazing because the main focus is how to serve our clients with intention and support the communities around us. It also presents us the opportunity to connect with peers from neighboring states, share ideas, and learn from one another as we continue to grow in our work. I’m grateful to be part of a community that values faith, service, and collaboration! #financialadvisor #thriventfinancial #christiandevotional
June 2026 Market Update: Stocks and inflation keep rising
June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Action Teams image
Thrivent Action TeamsFeb 24, 2026, 8:00 PM UTC - Jan 1, 2027, 4:00 AM UTC
Anywhere, Anytime | Wherever you'd like to do good in your community
If you’re already a Thrivent member with a life or health protection product, be sure to take advantage of the $250 Action Team cards that Thrivent provides to support service projects in your community. These can be used for volunteer activities, educational events, or Christian‑based initiatives, and you can apply for them twice per year. Use the link below to learn more and submit an application for your Action Teams. Go out and do some good!Find more information on the Thrivent Action Teams page:https://www.thrivent.com/about-us/membership/thrivent-action-teams
Thrivent Free Budgeting Coaches image
Thrivent Free Budgeting CoachesFeb 24, 2026, 9:00 PM UTC - Jan 1, 2027, 4:00 AM UTC
Anywhere you'd like | @Zoom
At Thrivent because of our not-for-profit status as an organization, we have the ability to have specialty budgeting coaches provided to our clients for free. Anyone is welcome to participate in Money Canvas to help reduce spending, control debt, and boost savings. They provide three, 1-hour sessions each focused on a different aspect of your financial picture. The coaches are not licensed in insurances or investments, so they are not there to sell you anything. You can learn more at the link below. Go take control of your budgeting!https://www.thrivent.com/generosity/money-canvas?utm_source=brandsem&utm_medium=bing&utm_campaign=Money_Canvas_Brand_v2_microsoft&utm_adgroup=Thrivent_Money_Canvas&utm_term=thrivent+money+canvas&gclid=283bcc1f8e0c1645b86da581875945a4&gclsrc=3p.ds&msclkid=283bcc1f8e0c1645b86da581875945a4
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations