Broker Check
Alex  Roth

Alex Roth

Financial Advisor, Director of Marketing

 

Alex joined BPG in September 2017. Alex was drawn to the financial industry because of his enthusiasm for learning, interacting with clients, and his true passion for helping people. He enjoys being involved with client meetings, planning processes, and, most of all, loves all things strategy.

Alex graduated from Oregon State University with a Bachelor’s of Science in merchandise management and minors in business and entrepreneurship. Throughout Alex’s tenure at BPG he has worked in multiple departments. He began at BPG as the marketing coordinator while also working in the operations and processing department prior to becoming a licensed advisor. Since becoming an advisor, he now works with the 401(k) team where he helps advise and service employer sponsored retirement plans while also working on the financial planning team. Alex is extremely passionate about educating and preparing younger generation investors by giving them a step by step game plan on how to get started and achieve their goals.

Outside of work Alex’s passions include running, cycling and trying new foods and wines. Most of his free time is spent training for marathons and other endurance events or watching/attending sporting events. Outside of running and cycling Alex loves being an uncle to his 5 nieces and nephews, spending time with his family, close friends, and long-time girlfriend Hannah.

 

Qualifications

  • Bachelor of Science in Merchandise Management. Minors in Business and Entrepreneurship
    Oregon State University, Corvallis, Oregon
  • FINRA Licenses – Series 7, Series 66
  • Life, Disability, Health, and Long Term Care Insurance Producer
    Licenses

Memberships/Associations
• Board Member- Clackamas Emergency Services Foundation
• Volunteer- Special Olympics Oregon

 

 

 Award Disclosures