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Alejandro

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I graduated from the University of Arizona as an adult student. In 2022 I obtained my CFP(R) and a Financial Planning Certificate from Southern Methodist University.

My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others.

I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation.

Today, I own a Fee-Only Advisory Firm in Texas. I have over a decade of experience in Finance, Banking, Lending, Investments, and Wealth Management.

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Alejandro’s Qualifications
Education & Certification

Undergraduate Degree: University of Arizona - Bachelor of Science, Finance

Hobbies

Gastronomy, Classic Movies, Classic Cars, Coaching my Kids Soccer.

Tutoring Subjects
CFP
Professional Certifications
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