Alex works as a fiduciary financial advisor, primarily serving retirees and those nearing retirement, business owners of all types, and families. Alex has over 25 years’ experience in the financial services industry, more specifically his focus is in five areas: asset management, tax management, risk management, estate planning and legacy planning. With a specialization in tax-efficient income distribution and investment portfolio risk reduction and mitigation. Alex is a Certified Financial Planner (CFP) designee as well as an Accredited Investment Fiduciary (AIF). He holds the series 6, 63, 65 & 7 licenses. Alex grew up in Cortlandt Manor in Northern Westchester County New York as a first generation American as his parents immigrated to the USA in the early 1960’s. He attended Miami University in Oxford, Ohio obtaining a bachelor’s degree in political science. He has been married to his wife Andrea for over 20 years living in Seymour Connecticut with their two daughters Alexandrea and Ana, and their two sons Anderson and Adley and their dog Alpha.