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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

Advisors near 33431

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Alonso R

CFP®

Boca Raton, FL

Advise Financial

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNERâ„¢ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner Executive Gen X (Born 1965-1980)
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Jason K

CFP®, Series 66

Highland Beach, FL

Grow Planning, LLC

Business ownership considerations Cash flow / budgeting Debt management Self-Employed
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Steven S

Series 65

Boynton Beach, FL

Leslie Gale Advisors, LLC

Active portfolio management Passive / index investing Private / alternative investments
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Charles A

Series 63, Series 65

Boca Raton, FL

Ideas in Finance

Options & derivatives strategies Active portfolio management Concentrated stock management
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Jubin K

CFP®, Series 63, Series 65

Coral Springs, FL

Profitable Financial Strategies

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Active portfolio management
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Eric S

Series 63, Series 66

Boca Raton, FL

Sikes Financial Services, LLC

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
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Zachary W

Series 66

Ft. Lauderdale, FL

Wolfson Private Wealth, LLC

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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Lior R

Series 63, Series 65, Series 66

Boca Raton, FL

147th Group LLC

Active portfolio management Wealth management
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Ryan W

Series 65

Parkland, FL

Gateway Capital Management

General retirement planning General tax planning
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Scott H

Series 63, Series 65

Boca Raton, FL

S.H. Capital Management Corp.

Wealth management
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