Alex

Shurin

CFP®, ChFC®

picture of a planner

Here to act in your best interests

About me

I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether they’re saving for a house, child’s education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Consultant®

Education

Bachelor of Business Administration, Finance - University of Houston

Visit one of our Locations

Houston III - Sugar Land

1600 Highway 6

Suite 450

Sugar Land, TX 77478

Houston II - Galleria

1885 St. James Place

Suite 1340

Houston, TX 77056

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.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?