About

Alex is a committed CERTIFIED FINANCIAL PLANNER™ professional that strives to deliver personalized advice and proactive service to help his clients work towards financial independence. The extensive experience he has gained building retirement income models and marrying Social Security, tax, investment, and distribution strategies helps to provide clarity to an individual's retirement plan. His career began behind the scenes, developing his branch's comprehensive planning and analysis processes which he is now able to share with his clients directly.

Outside of the office, he and his fiancée Abby are diligently planning their wedding while enjoying their time living with their dog Lola in the historic district of Ellicott City, Maryland. You may even find him running along one of the local trails, training for his next marathon.

Education

  • BS, Virginia Tech

Resources from Alex Dansberger

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Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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