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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 34236

Out of 400,000+ nationwide

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Robert L

Series 63, Series 65

Sarasota, FL

Retirement Money Management

General retirement planning Income planning
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Robert M

Series 66

Sarasota, FL

Melberth Capital

Real estate investing Annuities
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Paul K

CFP®, Series 63

Bradenton, FL

Summit Financial Advisors

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)
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Ricardo D

Series 63, Series 65

Sarasota, FL

Insight Family Financial

Cash flow / budgeting Debt management Social Security optimization Tax-loss harvesting Young Families Mid-Career Professionals
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Douglas B

Series 65

Sarasota, FL

DB Asset Management,LLC.

Active portfolio management Options & derivatives strategies
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Geoffrey P

Series 63, Series 65

Sarasota, FL

Charitable Foundation Services LLC

Charitable giving & philanthropy
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Anton K

Series 65

Sarasota, FL

AK Investing

Options & derivatives strategies Passive / index investing Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ben S

Series 65

Sarasota, FL

Blue River South, LLC

Passive / index investing Active portfolio management Wealth management Real estate investing Private / alternative investments
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Garrett M

CFP®, ChFC®

Bradenton, FL

Moore Financial Management, Inc.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

General retirement planning Founder/Business Owner Young Professionals
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Dikran K

Series 63, Series 65

Longboat Key, FL

Tactical Investments

Active portfolio management Real estate investing Passive / index investing Concentrated stock management
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