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Alex Gonzalez

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Alex Gonzalez
Financial Consultant
.
CFP®, RICP®, CLTC®, ChSNC®
Part of the Stonebridge of Bloomington practice
7801 East Bush Lake Road Suite 460
Bloomington, MN 55439
Special Needs Planning
Charitable Giving /Philanthropy
Estate Planning
Retirement Planning
About Alex Gonzalez
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
About Me
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I am excited to share my 2025 impact numbers! These numbers are only possible because of the generosity of my clients and friends. I hope you’ll join me in 2026.

My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Chartered Special Needs Consultant®
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Arizona
  • Arkansas(Insurance Lic. #7751011)
  • California(Insurance Lic. #0I74976)
  • Florida
  • Iowa
  • Maryland
  • Michigan
  • Minnesota
  • North Dakota
  • Oregon
  • Texas
  • Virginia
  • Wisconsin

Insights

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The great wealth transfer: What baby boomers need to know
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️
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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.
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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Office location
Bloomington Location
7801 East Bush Lake Road Suite 460
Bloomington, MN 55439
Phone952-358-3442Fax952-358-3444Hours
M – F: 9 a.m. – 5 p.m.
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

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.