PLAN SERVICES | FINANCIAL PLANNER
A Registered Representative and Investment Advisor Representative with Series 7, 6, 63 and 65 registrations, Alex is also a Certified Employee Benefits Specialist. He joined the retirement planning industry in 2010 after earning a JD specializing in ERISA retirement plan administration.
Alex was born in Kiev, Ukraine, and moved to the United States in 1994. He earned a Bachelor of Arts Degree from the University of Chicago and his JD from the University of Iowa College of Law. Alex began his career at Transamerica and the Aegon company. While learning the intricacies of group retirement plans, he earned the prestigious Certified Employee Benefits (CEBS) designation, which is considered the premier designation in the industry.
Alex lives in Rockville, MD with his wife, Iana. Beyond finance and investments, his interests including literature, history, politics, philanthropy, soccer and travel.