Alex Krider (CFP®, EA, MBA)
Alex Krider focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
- Comprehensive financial planning and customized investment solutions
- Social Security optimization and distribution planning
- Maximizing company benefits options, including stock options and deferred compensation, and tax minimization strategies
- ESG and Socially Responsible Investment options
Additional Information
Alex’s top priority is to listen and understand you and your objectives to help you achieve the plan and future you’ve envisioned. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions. He brings more than ten years’ experience advising high net-worth executives, families, and retirees to the table.
A little about Alex:
- He’s fluent in German (He received his MBA in Germany) and speaks just enough Russian to be dangerous
- He lives in Stafford, Oregon—a rural pocket between Lake Oswego and West Linn—with his wife, Katy, and their two boys, Max and Will, as well as horses, chickens, rabbits, and their black lab, Oscar
- When the weather in the Pacific Northwest turns cold and rainy, he loves spending time with the family on the slopes of Mt. Hood
- Since 2017, he has served as president of the board of the non-profit organization Birch Community Services (BCS), which provides food and financial education to more than 500 financially struggling families in Oregon and Washington State.
- Schedule a 15-minute call with Alex
Education
Emory University, Bachelor of Arts in History
University of Münster, Executive MBA in Marketing
Boston University, Metropolitan College, Certificate in Financial Planning
NAPFA Start Date
July 03, 2019
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