Alex
Pinn
CFP®
Here to act in your best interests
About me
I am a native of upstate New York and still reside there with my wife, Allison, and our daughter, Lily. I've been working in the financial planning space since 2014 and I am excited to help our clients meet their financial goals and plan for their future.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Marketing - State University of New York at New Paltz
Bachelor of Science, Asian Studies - State University of New York at New Paltz
Visit one of our Locations
Albany
28 Corporate Drive
Suite 101
Clifton Park, NY 12065
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
