I love interacting with the clients, and dealing with finances and investments. This career is perfect for me!
Alex supports AEPG’s financial life planning team. His focus is on financial planning, using new technologies to provide innovative tools to better serve our clients. Alex also plays a key role in AEPG’s website development initiatives. Alex joined AEPG as an intern while completing his bachelor’s degree in financial planning at William Paterson University. He had such a positive internship experience, that he chose to stay with AEPG after completing his degree, becoming a Financial Planning Associate. He enjoys supporting the planners and working with their clients, as well as his own. Alex is an advocate for the younger generation, helping them discover and achieve their goals. Alex’s clients enjoy his positive attitude and upbeat personality in addition to his ability to provide sound financial advice.
Alex is also a CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), having completed the certification’s rigorous requirements in October. While at William Paterson University, Alex competed against students from around the country in several national financial planning competitions, placing first in two national competitions, among others. In his spare time Alex enjoys hiking, cooking, discovering new restaurants and catching an occasional Red bull’s game near his apartment in Harrison.