Originally from Orange County California, Alex moved to Portland and began his finance career in Debt Consolidation as an Account Executive in which he presented individuals the opportunity and tools to achieve financial freedom. With over 10 years in client services, Alex took his understanding of debt and applied that knowledge to his career as a Financial Advisor with BPG. His goal is to help individuals create, maintain, and plan for financial success.
In 2017 Alex graduated from California State University, Fullerton and received his bachelor’s degree in Business Administration with an emphasis in Finance. He is also registered as an investment advisor representative, allowing him to handle a variety of your financial and retirement goals specifically tailored to meet individual goals, holding licenses in:
- General Securities Representative (Series 7)
- Uniform Combined State Law (Series 66)
- Insurance Producer in Oregon for Health, Life, and Variable lines
Outside of his professional activities Alex enjoys exploring the outdoors with his 3 dogs, going to breweries, and playing guitar. He has been in a few different bands across several different musical genres and loves producing and engineering musical compositions as well.
QUALIFICATIONS
- Insurance Producer Licenses - Life, Disability, Health, and Long-Term Care
- FINRA Licenses - Series 7, 66
- California State University, Fullerton
Bachelor of Science, Business Administration with Finance Concentration
Associate of Arts Math & Science Associate of Arts Social & Behavioral Sciences
Associate of Art Humanities & Communication
General Accounting Degree