Alex is a Client Success Manager at Facet and a CHARTERED RETIREMENT PLANNING COUNSELOR™ (CRPC®). Prior to Facet, Alex worked as the Assistant VP Financial Adviser and Leader of a Merrill Lynch financial center in the San Francisco Bay area. Alex has several years of experience serving high-net-worth and ultra-high-net-worth families with investment management and goals-based financial planning. Outside of work, Alex enjoys working on cars, drag racing, and spending time with his wife and two children.
Education: College for Financial Planning
“It is more fun to talk with someone who doesn’t use long, difficult words but rather short, easy words like, ‘What about lunch?’”—Winnie the Pooh
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Get to know Alex
San Francisco.
Father and Son.
Family Time at Muir Woods!
Good eats!
What's the last book you read?
The First and Second Apology by St. Justin Martyr (150AD)
If you could visit anywhere in the world you've never been, where would you go?
Russia or Jerusalem!
What's your secret talent that no one knows about?
I can move my nose like a rabbit!
What's your favorite movie?
Christopher Robin.