Alex Seleznev (CFA, CFP®, MBA)
Alex Seleznev focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Alex Seleznev is the founder and president of Capital Squared Financial (CSF). The creation of CSF is the pinnacle of his vision to deliver a boutique-style experience that is laser-focused on client service and where your unique goals are our mission.
Alex’s focus is on helping clients with Tax-Efficient Retirement Planning and Investment Management. He can help you (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals and (3) develop an investment strategy that matches your specific needs and preferences.
Over the past 15 years in the wealth management industry, Alex had an opportunity to work at one of the most prominent investment management firms, a small shop that focused entirely on stock research and later at one of the top regional RIA firms.
Alex also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), he directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. Alex developed numerous financial plans for his diverse group of clients which gave him a deep understanding of what is needed to create a personalized and comprehensive plan.
This diverse experience led him to believe that consistent delivery of exceptional client experience requires complete independence and unparalleled client focus. As a fee-only fiduciary, Alex’s sole professional objective is to guide his clients to achieve financial independence and realize their life goals.
Additional Information
Alex was selected as one of the Top Financial Professionals by the Bethesda Magazine in the Wealth Management category (2022*). He is frequently quoted by financial publications such as Kiplinger, AARP and Financial Advisor Magazine. Alex is a regular speaker on a variety of investment and planning topics such as Retirement Strategies, Social Security, Medicare and Education Planning.
Alex has been voted onto the CFA Society Washington, DC board as Treasurer (2023-2024). Founded in 1953 as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions. The society plays a vital role in the community - from advocating the highest ethical practices to promoting career opportunities for members. Additionally, Alex is an active member of the Financial Planning Association (FPA) of the National Capital Area, the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals.
In his free time, Alex enjoys spending time with his wife and two sons. Alex is an avid tennis and golf player. He helped his semi-professional tennis team to advance to the play-offs in the USTA National 5.0+ league.
NAPFA Start Date
August 07, 2023
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