In January of 2024, Alex joined SFP Wealth as a Financial Advisor. With over 35 years of experience in the investment management sector, he brings a unique background in building connections with individuals, families, and corporations, assisting them on the path to financial independence. Alex specializes in a wide array of investment products such as equities, fixed income, and alternatives. His passion lies in offering customized solutions to safeguard and enhance his clients' assets throughout every stage of life.
Alex earned his Diploma in Accountancy from the City of London Polytechnic. He is a Fellow of The UK Chartered Institute for Securities & Investment (The CISI) and holds his Series 7,63,65,66, and 82 licenses.
Both California and Boston are home for Alex. Alex's love for travel has led him to explore various corners of the world, providing him with the opportunity to not only traverse the globe but also to assist clients in Europe, Asia, and North America. When he’s not working, traveling, or catching up with friends and family, Alex is known for hitting the open road with his extensive collection of custom motorcycles.