Alex Black (CFP®)
Alex Black focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
March 06, 2023