While investments are an important part of any financial plan - we understand they’re not the only part. Whatever it is you’re looking...
With a passion for problem-solving, Alex finds great joy in helping his clients turn seemingly impossible complexities into manageable, simple solutions. He’s seen first-hand how easy and common it is for people to make irrational decisions about their money, leading to negative, long-term impacts on their financial wellness. That’s why he got into the business of helping people through creative problem-solving and sound, professional guidance.
Whether meeting over the phone, in the office or via video chat, Alex is focused on making every client feel comfortable, calm and well-informed about their investments or other financial concern.
Alex has spent the previous six years working as a financial advisor for a large national brokerage firm. Before entering the industry, he earned his bachelor’s degree in Finance and Accounting from the University of Central Florida.
Alex currently holds his FINRA Series 7 through LPL Financial and his Series 66 through both LPL Financial and Golden State. Alex is also a Certified Financial PlannerTM, designated by the Certified Financial Planner Board of Standards, Inc.
On a Personal Note
When he’s not in the office, Alex enjoys kickboxing, cheering on the Houston Texans and trying out new restaurants with his wife in the Houston area.
It’s our hope that every time you walk out our doors, you’re leaving our office with a better understanding and more confidence in your financial situation.
No matter how many zeros your net worth has, we’re committed to bringing a caring, friendly and professional approach to understanding your specific needs.
Alongside knowledge and experience, we bring value to your financial life by helping you prepare for and address concerns well in advance.
If you’re local to the Houston, TX area, we’re happy to meet with you in person at our offices, over a cup of coffee at your favorite shop or virtually if you’d prefer. For those living outside of Houston, we’re happy to offer remote meetings by utilizing today’s top screen-sharing applications.
We’ll start by simply getting to know you and your financial picture a bit better. We’ll discuss how we may be able to bring value to your financial life, and we’d be happy to answer any lingering questions you may have about our firm. It is our goal to work through identifying and selecting your financial goals by the end of this initial meeting.
If you have a current financial plan in place, our next step will be to review it thoroughly. After doing so, we’ll chart out any of our suggestions for improvements or changes, and discuss potential courses of action to consider.
Based on your specific goals and needs, we’ll get to work developing your tailored financial plan. In addition, we’ll take a look at your current portfolio and provide our investment recommendations as well.
Once we’ve finished planning, we’ll meet with you to go over in detail our proposed strategies and solutions. Whenever you’re comfortable, we’ll move forward in taking the actionable next steps needed to begin implementing our recommendations.
Your financial plan and portfolio need to evolve in order to accommodate your changing needs, time horizon and goals. We’ll check in quarterly to review your portfolio and discuss any changes, and we’ll meet annually to take a deeper dive into your progress and financial landscape.
Whether you have a question or you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.
2500 E TC Jester Blvd Suite 278 Houston, TX 77008
Like the Mighty Oak, Your Financial Future Should Stand on Solid Ground
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Bur Oak Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Kansas, Michigan, Montana, North Carolina, South Carolina, Tennessee, and Texas.
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