Alex is a Certified Financial Planner™ who has been providing investment and planning guidance to families and individuals for over five years. He started his career with Fidelity Investments in the company’s Boston headquarters, where he held positions including financial representative and relationship manager. After attaining the CFP® designation, he transitioned into roles as an investment and financial consultant for Fidelity’s high-net-worth clients. Prior to his career in financial services, he held a variety of customer service and client-focused roles. He received a Bachelor’s degree in Business Administration and Finance from the University of Central Florida.
Alex was also recognized by Forbes | SHOOK as one of the 2026 Forbes Best-In-State Next-Gen Wealth Advisors which spotlights emerging professionals from around the country, all of whom were born in 1986 or later.