Alexander Ammar (CFP®)

Alexander Ammar focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things finance at an early age. With financial education severely lacking in schools, my curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida.

From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most impactful solutions. The traditional assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for.

All of that changed when I discovered the model of “advice-only” financial planning. Instead of using financial planning as a way to get clients in the door to manage their assets, this model put financial planning front and center. My goal is to empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees.

We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

NAPFA Start Date

March 16, 2023


This Office

Call for an Appointment Montverde, FL 34756 Phone: (407) 536-9154