Alex is a Certified Financial Planner™ who joined Eagle Ridge in 2021. He advises clients on how best to achieve their short- and long-term financial goals and works with them to develop a comprehensive financial plan. This plan covers all areas of their financial life (insurance, retirement savings, estate planning etc.) and the objective is to give clients clarity into their current financial situation, as well as confidence and peace of mind for their future. Alex is also a Retirement Income Certified Professional.
Born and raised in Westchester County, Alex graduated with a B.S. from SUNY College at Oneonta. He has worked in the Financial Services industry for twelve years and, prior to joining Eagle Ridge, was the Director of Financial Planning at Northwestern Mutual in midtown Manhattan.
Alex spends most of his free time chasing his 1-year-old daughter, Sienna, around the house. Sienna spends much of HER free time chasing the family’s two hound dogs, Lady and Archie, around the house. Alex loves to travel. He has visited 12 countries throughout the America’s, Europe, and Asia and plans to visit many more. His travel highlights to date, include 5 months studying in Florence, Italy and riding elephants at a wildlife sanctuary in Thailand with his wife, Elissa.
“There is great trust throughout the team at Eagle Ridge that we are all committed to the centralized goal of doing what is best for our clients.”