Alex believes in the value of independent and personalized financial advice, delivered in a manner that is easy to understand and implement. With a listening ear, he is eager to know and thoroughly understand your goals and priorities before providing thoughtful guidance to you in the management of your financial resources. Alex takes time to explain the purpose of each financial recommendation and investment decision, working proactively to keep you well informed about the things that are important to you.
Alex is a graduate of the University of California, Davis with a bachelor’s degree in Managerial Economics, and is a CERTIFIED FINANCIAL PLANNER™ professional. He and his wife Elyse live across the river in Madera. Outside of the office, Alex enjoys spending time with his family, serving our community, and everything involving the great outdoors including camping, fishing, and hiking.