Alexander Pantalone

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

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Alex is a Maine-licensed investment advisor and Financial Planner at Portland Integritas Advisors, LLC.

Alex joined Portland Integritas Advisors, LLC in 2018 after completing two internships with the firm. Alex's prior work-related experience included a management role in a small business as well as co-owning and operating a small painting business for two years.

Alex earned the CERTIFIED FINANICAL PLANNER™ (CFP®) certification in May 2020 after completing the education, exam, experience, and ethical requirements set by the Certified Financial Planner Board of Standards, Inc.

Also, in May 2020, Alex earned the Chartered SRI Counselor™ (CSRIC™) designation from the College for Financial Planning. The CSRIC™ program provides financial advisors and investment professionals with foundation knowledge of the history, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

To further his expertise, Alex is currently enrolled and participating in the Master of Science Degree in Personal Financial Planning program through the College for Financial Planning.

Alex is a member of the National Association of Personal Financial Advisors (NAPFA) and a CFP® professional member of the Financial Planning Association (FPA).

NAPFA Start Date

July 09, 2018

Submit
Submit

This Office

22 Free St Ste 404 Portland, ME 04101-3900 Phone: (207) 775-1177 Fax: (866) 804-1177