Advisor at Copper Square Private Wealth, LLC
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Firm
Copper Square Private Wealth, LLC
Location
Phoenix, AZ
Credentials
CFP®
Industry experience
26 years
My name is Alex and I provide fee-only ongoing-subscription and flat-fee project based financial planning and advisory services to mid-career professionals & retirement plan consulting services to business owners and plan sponsors.
As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change.
I have 21+ years of experience in the financial industry and held roles in trading, financial product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee.
My office is located in downtown Phoenix, AZ and I work with clients in-person and remotely across the United States.
Based on Copper Square Private Wealth, LLC
1.00%
$1000+/engagement
$250+/mo
Phoenix, AZ
Arizona
Copper Square Private Wealth, LLC
2021 - Present (5 years)
Opendoor Technologies Inc.
2020 - Present (6 years)
Cetera Advisors
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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