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Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement

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General retirement planning Wealth management
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Dennis O

Series 66

Farmingdale, NJ

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General retirement planning College savings (529s, UTMA, etc.) Debt management
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Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
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Howard S

CFP®, Series 63

Belmar, NJ

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Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy
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Wesley C

Series 63, Series 65

Red Bank, NJ

Olson, Cross & Alamo Advisors LLC

Options & derivatives strategies Private / alternative investments
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Alice S

Series 63, Series 65

Keansburg, NJ

Solomon Investment Group, Inc.

College savings (529s, UTMA, etc.) Annuities
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Peter S

Series 66

Little Silver, NJ

Adaero Capital Management, LLC

Active portfolio management
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Robert M

Series 63, Series 65

Neptune, NJ

DTM Advisory Group LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Long-term care insurance
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Matthew H

Series 65

Parlin, NJ

Howard-Martin Capital Group, LLC

Active portfolio management
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Robert R

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Spring Lake, NJ

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Active portfolio management
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