My name is Alex. I am a CPA and CERTIFIED FINANCIAL PLANNER®.
I have multiple years of experience in public accounting and multiple years of experience at an investment advisory firm.
I serve clients locally (Chester County, Montgomery County) but also serve clients virtually nationwide.
Services I offer:
- Tax preparation for individuals and small business owners
- Comprehensive financial planning, which includes:
--- Retirement Planning
--- Investment Management
--- Tax Planning
--- Estate Planning
Please do not hesitate to reach out with any questions!