About Alexander Newby
From a young age, I've always been passionate about goals, finances, and entrepreneurship. I even started my first business in 3rd grade! Today, my mission is to help people by teaching them to not only define their goals but to achieve them through guidance, counseling, and an actionable strategy.
My past experiences have played an enormous part in how I serve my clients today. I love working with non-profit leaders, business owners, and service industry professionals. I have a unique background that allows me to understand their individual needs and challenges. This enables me to share solutions that align with their goals!
I'm also very involved in my community and missional work! I serve at Canyon Ridge Christian Church, volunteer with All Things Possible, and am an active member of the Las Vegas USBG & a Las Vegas BNI Chapter.
While my wife and I love to travel as much as we can, we often spend hours together in our kitchen, cooking fun food and making tasty drinks for ourselves and friends to enjoy!
Specializations
My team and I have the pleasure of working with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following:
- Retirement Planning (Accumulation & Distribution)
- Cash Flow & Debt Payoff Strategies
- College & Education Planning
- Investment Management
- Risk Management & Insurance Planning
- Advanced Tax Planning
- Estate & Legacy Planning
Our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.
Education, Licenses, & Designations
- Fraternal Insurance Counselor (FIC) Designation
- Behavioral Financial Advisor (BFA™) Designation
- Life and Health Insurance Licenses
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Masters in Leadership and Administration
- Bachelors in Education
Meet My Team
