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