Alex is a fiduciary financial advisor who is passionate about advancing financial education and consumer advocacy. Through his involvement with AFEA, he supports the organization's mission to empower individuals and families with unbiased financial knowledge, helping them make informed decisions and improve their long-term financial well-being.
Alex brings extensive experience in financial planning and investment management, with a strong focus on acting in clients' best interests and promoting ethical, fiduciary standards within the profession.
He is a Chartered Retirement Plans Specialist and CERTIFIED FINANCIAL PLANNER professional. He earned a BBA in Finance from Midwestern State University and an MS in Personal Financial Planning from Texas Tech University.
Based in Tempe, Arizona, Alex lives with his wife and five children. Outside of his professional and nonprofit work, he enjoys traveling, gardening with his family and attempting to keep up with his wife and father-in-law in sprint triathlongs.