Alex specializes in tax planning and investment strategies for retirees and business owners. He began his career working specifically with these types of clients, eventually becoming a financial planning manager at a $500 million Registered Investment Advisor. Alex holds a Bachelor of Business Administration from California State University, Fresno. He is also working on his master’s degree in financial planning. People only get one shot at retirement; after completing a financial plan for a client and seeing the confidence it gave them to enjoy their retirement, I was hooked on making that happen for as many people as possible.
Alex enjoys going on bike rides, attending community events, and camping at the beach or in the mountains in his trailer with his wife, Courtney, and their two children, Colt, 4, and Blakeleigh, 7 months. He enjoys endurance running and backpack hunting in the Sierra Nevada Mountains when he is not spending time with his family.
