Alex has been in the Financial Services industry for over 4 years. He was an intern for a financial services firm in Boston and knew from that experience that this was the career path he wanted to build upon. A graduate of Franklin Pierce, he found a need for more financial education among all people in different phases of life.
Alex works with clients to identify their hopes and dreams and what makes them happy and backfills the financial strategy they can use to help achieve their goals. He discusses their big picture, life, not just discussing goals that pertain to their finances. Whether it is helping a friend manage their student loan debt so it doesn’t feel so heavy or talking to a family friend about how to help their latest grandbaby get set up with savings before they can even talk, Alex along with the support of NFN can help. Educating clients to get past the feeling of “I can’t” and see the possibility of achieving small and large goals, keeps him motivated to help more clients.
A common misconception people have is that it costs too much to speak with a Financial Professional. That mentality creates a vicious circle because nothing will change unless someone steps in and shares the knowledge to help make necessary changes happen. The power of knowing what to do when life throws us a curveball is invaluable. Alex takes pride in his work and as he grows his financial services practice, he continues to learn and expand his own knowledge for his clients.
In his spare time, Alex enjoys spending time with family and friends, playing golf and watching sports.
Financial Representative of Guardian. CA Insurance License #4081629