Matthew Alexander's Bio
Matt has been serving the investment and personal finance needs of families and couples nearing or in retirement for over sixteen years. As a Certified Financial Planner (CFP®) he helps clients develop personal financial plans to help them achieve their most valued goals. As a Certified Investment Management Consultant (CIMC®) he strives to optimize client’s investment portfolios to minimize risk and optimize returns through a disciplined investment management process.

Past Experience
Charles Schwab
Morgan Stanley Dean Witter
American Century Investors

Designations & Degrees
CFP® – Certified Financial Planner
CIMC® – Certified Investment Management Consultant
MBA – Masters in Business Administration
MSFS – Masters in Science Financial Services