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

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