As a financial planner at AEPG Wealth Strategies, Alex works with individuals and families to identify their concerns and reach their financial goals. Alex specializes in working with up and coming professionals and entrepreneurs, as well as people approaching retirement, addressing their unique needs with his positive attitude and upbeat personality.
Alex has authored articles on a variety of topics from credit and identity theft issues to retirement income strategies and has been quoted in industry publications on Roth contribution and conversion strategies. Beyond his role at AEPG Alex serves as a board member for the Financial Planning Association of New Jersey, the voice to the public and premier resource to Financial Planning professionals. Alex is a CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), completing the certification’s rigorous requirements in 2015.
After a great internship experience in early 2014, Alex chose to stay with AEPG upon graduation. Alex is a graduate of William Paterson University where he earned his bachelor’s degree with honors through their top ranked Financial Planning program. While at William Paterson Alex competed against students from around the country in several national financial planning competitions, placing first in two national competitions.
In his spare time Alex enjoys hiking, camping, cooking, discovering new restaurants and catching an occasional Red Bulls game near his home in Harrison.