Alex Rosen, AIF®

Financial Professional

Alex spends the majority of his efforts helping individuals and businesses meet their financial goals in 6 key areas: retirement planning strategies, qualified plans, risk management, managed investment accounts, insurance protection and education planning. His focus is on helping clients gain a clear understanding of all of the investment options available to them, showing them how all of the pieces of their financial picture fit and work together, and most importantly, creating the most efficient path designed to lead them to their financial goals.

Alex graduated from Arizona State University’s W.P. Carey School of Business. When away from his practice, Alex enjoys tennis, travel, and spending time with family and friends.