About me
Alex is a newly graduated Financial Representative, eager to help individuals achieve their financial goals and improve their lives. With a fresh degree in Finance from Iona University, Alex brings a wealth of academic knowledge and a passion for personal financial empowerment to Northwestern Mutual.
Alex is dedicated to offering personalized financial advice that aligns with each client’s unique needs and life goals. He believes that with the right guidance, anyone can take control of their financial future. Outside of work, Alex is committed to helping others and enjoys volunteering in community programs dedicated to making a positive impact in people's lives.
Alex currently resides in New Rochelle, New York with his Mom, Dad, Sister, and dog. He loves to bike, train Muay Thai, cook, and spend time with family. He is also passionate about sports and loves spending time both playing and watching games.
Areas of Expertise
After an exciting time working as an Assistant Project Manager at Triumph Construction Corp. in Bronx, New York, I picked up some really valuable experience in office management and payroll processing. Here are a few things I got to do while I was there:
- Helped process payroll for over 300 awesome employees.
- Put together weekly spreadsheets for upcoming construction projects.
- Drafted proposals for new and exciting jobs.
- Created and sent invoices for completed construction work.
- Took care of a bunch of office administration tasks in a busy, customer-focused environment.
- Kept the office running smoothly by organizing operations, monitoring emails, and managing the office inventory (ordering supplies whenever we needed them).
These responsibilities taught me so much about staying organized and handling finances. After this role, I realized I wanted to use these skills in a more personal way, so I decided to become a Financial Representative to help people with their financial needs.
My Mission
My mission is to empower individuals and families to achieve financial security and freedom. With fresh insights and a passion for helping others, I am dedicated to providing personalized financial strategies that promote wealth building and long-term stability. By fostering trust and education, I aim to guide my clients through the complexities of financial planning, ensuring they feel confident and supported every step of the way. My ultimate goal is to make a positive impact on as many lives as possible, helping each client realize their financial potential and live a life free of financial stress.
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Charitable Planning
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
