Alex began his career in 2009. Even before that, Alex knew he wanted to work with people to make a tangible difference in their lives. He found his calling by becoming a trusted financial advisor.
In order to create individualized, detailed financial strategies for his clients, Alex takes a holistic approach to the financial process and looks at all aspects of his clients’ economic lives. He specifically focuses on retirement income planning, wealth management, legacy planning, tax planning and insurance/long-term care strategies. He has a deep understanding of the benefit plans offered by Merck, Novartis, GSK, BMS, and numerous other pharmaceutical/healthcare companies. He has worked closely with thousands of pharma employees to help educate them on their retirement benefits and to build comprehensive financial plans.
Alex holds his Series 7 and 66 securities licenses, and has life insurance licenses in New York, New Jersey, Pennsylvania, Delaware, North Carolina, Florida and Maryland, serving clients throughout the country. He graduated with a Bachelor of Science degree in finance from Manhattan College and is currently enrolled in Boston University’s CFP program.
Alex calls New York City home and enjoys exploring all the food and culture New York City has to offer, playing basketball, traveling, and spending time with his family and Boston Terrier, Oscar.