How Alex works with you
As a financial advisor, the communities that Alex works most closely with are pre-retirees and retirees, business owners, and the Hispanic community. He is a financial advisor for educators, a financial advisor for professors, a financial advisor for higher education professionals and staff. He is a financial advisor for small business owners. He is a financial advisor for Spanish speakers.
Using your goals, dreams, and values as the guide, Alex works alongside you to provide strategic financial planning to help you live your best life. He can advise you on the right strategy for your investments, risk protection and insurance products, and dedicated financial planning.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
