“I help clients become calmer and more aware by fusing Eastern mindset techniques and finance together.”
Alex brings a unique and dedicated perspective to the Axiom Wealth Alliance team. After implementing Zen Buddhism into his day-to-day life during young adulthood, he says he had a lightbulb moment years later and began bringing Eastern teachings into his business and finance background. Today, as he assists clients with wealth accumulation and protection strategies, he also discusses behavioral finance and how clients can better understand the different emotions and mindsets around money.
Alex is a 2009 graduate of the Leeds School of Business at the University of Colorado Boulder. In his mid-20s, he lived in Asia, where he started learning about Zen Buddhism and meditation. Away from the office, Alex enjoys skiing, squash, hockey, concerts, and simply being in nature.
serving
Denver, Irvine, Chicago, Dallas, Clearwater, Tampa, and beyond
720.335.6635
info@axiomwealthalliance.com
All Rights Reserved | Axiom Wealth Alliance | Privacy Policy
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Axiom Wealth Alliance are not affiliated. We are registered to sell Securities in AZ, CA, CO, FL, GA, IL, IN, KS, MD, ME, MT, NG, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY.