Alex Borgardts (CFP®, ChFC®, CPA/PFS)
Alex Borgardts focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Alex complements Ashley in the Next Bloom Wealth dynamic duo, with tax-focused and technical planning. A Certified Public Accountant (CPA) with a Personal Financial Specialist designation, he helps clients reach their goals with our PlanFirst™ process.
Alex is a veteran and loves spending time at the lake with his family. In his spare time, he enjoys barbecuing and outdoor activities with his wife and daughter.
NAPFA Start Date
October 26, 2022