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
- 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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