Alex is an associate wealth advisor at Pathfinder Wealth Consulting. In this role, he runs financial plans, performs client review meetings, and facilitates the completion of client needs.
Born and raised in Florence, SC, Alex earned a B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University. After graduating in May 2020, Alex relocated to Raleigh to work for Keystone Financial Partners and became a CERTIFIED FINANCIAL PLANNER™ professional in May of 2022. He enjoys working in an industry where he can help individuals reach different life goals every day.
Alex and his wife, Hannah, live in Apex. In his free time, Alex enjoys spending time with friends and family, playing golf, and catching a ball game.
Professional Certifications, Licenses, and Designations:
- CERTIFIED FINANCIAL PLANNER™ professional
- North Carolina Notary Public
Professional Affiliations:
- Financial Planning Association, Member
Community Affiliations:
- Leadership Cary Alumnus (2024)
- Triangle Clemson Club Board, Finance Chair
- Raleigh Young Professionals Network, Membership Task Force
Articles From Alex
