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.
