Alex Osmond, CFP®, NQPA™, CSRIC®

Alex Osmond, CFP®, is a dedicated financial consultant at Axiom Wealth Alliance, bringing a wealth of experience and a client-focused approach to the firm. As a CERTIFIED FINANCIAL PLANNER™ professional, Alex is committed to providing comprehensive financial planning services tailored to meet the unique needs of each client.

Before joining Axiom Wealth Alliance, Alex served clients at Equitable Advisors, where he developed personalized financial strategies for a diverse clientele. His professional journey also includes a tenure as a Licensed Banker at Wells Fargo Bank, further enriching his experience as a client advocate.

Alex's educational background includes a degree in Economics from Colorado College. His commitment to professional development is evident through his attainment of the CFP® designation, underscoring his dedication to upholding the highest standards of financial planning.

At Axiom Wealth Alliance, Alex collaborates closely with clients to navigate complex financial planning landscapes, offering guidance in areas such as retirement planning, investment management, and tax-efficient strategies. His approach is characterized by a deep understanding of each client's goals, ensuring that financial plans are both strategic and personalized.

Outside of his professional endeavors, Alex is actively engaged in his community, participating in initiatives that promote financial literacy and empowerment. His passion for
helping others achieve financial security extends beyond his client interactions, reflecting his commitment to making a positive impact.

With a blend of experience, education, and a client-centric philosophy, Alex Osmond, CFP®, is a valuable asset to Axiom Wealth Alliance and the clients he serves.