Alexander is a Financial Advisor for the Everest Capital Private Wealth Management Group of Wells Fargo Advisors. He holds the designation of Sports and Entertainment Accredited Wealth Management Advisor™. Prior to joining Wells Fargo Advisors in 2019, Alex served as an intern and client associate for six years before transitioning into the role of Financial Advisor in 2018. Alexander graduated from Brigham Young University – Idaho with a bachelor’s degree in business and finance and has taken advanced modern finance coursework through the Massachusetts Institute of Technology. He has been married to his wife, Kimberly, for six years and resides in Westwood, CA. They enjoy photography, traveling, and serving in the community.
About the Sports & Entertainment Accredited Wealth Management Advisor™
Individuals who hold the SE-AWMA™ designation have completed a course of study encompassing qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, employee and retirement benefits for high-net-worth sports and entertainment clients. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CA Insurance License Number: #0M79638, Resident State: CA.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
