Alexander Petrovic (CFP®)

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

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Alex Petrovic III is the president and owner of Petrovic Financial Services, a feeonly financial planning and investment management firm. He is a Certified Financial Planner™ professional with nearly 15 years of experience and is a third-generation financial advisor. Within the past five years he was chosen to be successor for two long-time advisors and formed his own firm.

Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in finance and a minor in economics.

Through the guidance of his father and grandfather, Alex learned the importance of the fiduciary standard in dealing with every aspect of each client’s financial life. His business philosophy centers on his duty to provide complete transparency, honesty and respect.

Prior to his financial planning career, Alex worked for The Boeing Company in Seattle as a lead financial analyst and as a U.S. Peace Corps volunteer in the Ukraine. In 2005, he returned home to Kansas City and joined his father’s financial services firm. They worked together for 12 years delivering financial planning and investment management services to their clients.

Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners™. He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. He and his wife, Dasha, have a playful, happy toddler named Benjamin.