As a Wealth Coach, Alex works with new and existing clients to build long term relationships while analyzing and executing their financial plans. Alex finds great joy in helping families and individuals develop plans that reflect their values and goals. Prior to joining Foster Victor Wealth Advisors, Alex was a financial planner in the San Francisco Bay Area working with clients to help them get to and through retirement. Before that, he worked in investment banking and corporate finance in New York City.
Alex holds Certified Financial Planner™ and Wealth Management Specialist℠ designations as well as a Masters degree from Cornell University.