About
Alex has an affinity for helping up and coming professionals and entrepreneurs, as well as those approaching retirement, to help identify any financial concerns and to create a strategy that brings them closer to their goals. He has authored a variety of articles on issues like income strategies, identity theft and Roth contribution and conversion strategies. Alex also serves as a board member for the Financial Planning Association of New Jersey. For fun he enjoys camping, cooking, and going on adventures with his wife Christina and dog Penny.
He is a recipient of the FIVE STAR Wealth Manager Award (2022-2023)*.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 OR 2023 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.
Education
- BS, William Paterson University
Awards
- Forbes Best-In-State Wealth Advisors - #170 New Jersey – North NJ (High Net Worth)¹
- AdvisorHub – 250 RIAs to Watch #151²
- Forbes Top Next-Gen Best-In-State Wealth Advisors - #12 – New Jersey²
Additional licenses and designations
- 2023 President – FPANJ
Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
Awarded 8/6/25 for the period 3/31/24-3/31/25.
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