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 trying out new restaurants near his home in Harrison.
- BS, William Paterson University
- CERTIFIED FINANCIAL PLANNER™ Professional
Alex is located in our Warren, NJ office.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.