Alexis Hongamen (CFP®, CRPC®, MS)

Alexis Hongamen focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Alexis graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering. He also holds Master’s of Science degrees from Florida Tech and The University of Central Florida. He also holds a certificate in financial planning from the Boston Institute of Finance. Finally, he has a certificate as a retirement planning counselor from The College of Financial Planning.

His professional licenses and certifications include the following:

  • Uniform Investment Adviser (Series 65)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning Counselor™ certification

NAPFA Start Date

February 16, 2022

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This Office

1120 Bella Vida Blvd Orlando, FL 32828 Phone: (407) 729-8516